In Salesforce, we use flows to automate business processes and flows plays a very important roles in Salesforce CRM. Check out all our Salesforce flows tutorials written by experts and Salesforce certified consultants. Feel free to contact us if you have any queries for us.
In Salesforce, we usually use classic or Lightning email templates to send automated emails. These work well for simple messages, but they can’t do much with design. For example, when a customer buys something, we want to send a welcome email with their name, product details, and a link to get started. An HTML Email … Read more >>>
In Salesforce, you may need to copy data from one object to another. For example, your company uses Salesforce to manage job applications. You have two custom objects: Job Application and Candidate Profile. When a recruiter marks a job application as “Shortlisted”, you want to automatically create a candidate profile record using relevant fields from … Read more >>>
While creating a Salesforce Flow, you may sometimes need to count how many records are stored in a collection variable. This is a common requirement in many business scenarios. For example, you may want to send an alert if there are more than 5 cases related to an Account, or show a message if no … Read more >>>
I recently created a Salesforce screen flow to calculate discounts on a product. Initially, the flow had two screens, one for entering the price and selecting the discount percentage, and another to display the discount amount and final price. While this worked, I wanted to show all four fields on a single screen. That’s when … Read more >>>
In Salesforce, we use screen flow to create records. Meanwhile, we need to enter the required fields to create the records. Sometimes, it includes conditional field values, such as picklist values based on the selected record type of the object. In this Salesforce tutorial, I will explain how to display picklist values by record type … Read more >>>
Sometimes, automating the process using Salesforce flow can be limited by the capabilities for handling complex logic. So, for that, we can use an apex class to automate the process and then call an apex class from a flow. In this Salesforce tutorial, we will learn how to call an Apex class from Salesforce flow. In … Read more >>>
In Salesforce, using Surveys, we collect user data through a review or a feedback form. After setting up the survey, the next task is to send the surveys. In Salesforce, we can automate and send survey invitations using flow automation, specifically, a record trigger flow. In this Salesforce tutorial, I will explain how to automate … Read more >>>
In Salesforce, surveys are feedback or review forms that collect feedback from customers, users, and employees by having them fill out the survey form. The collected data is stored for further analysis and to improve products, services, and operations. The Survey feature is available in both Salesforce Lightning and Classic editions. For the developer org, … Read more >>>
Salesforce CRM Analytics and Tableau are powerful tools for data visualization and business intelligence. They help companies make sense of their data and gain valuable insights. While they share some similarities, they also have key differences. Salesforce CRM Analytics is best for users who mainly work with Salesforce data and want seamless integration with their … Read more >>>
In Salesforce flows, accessing the current record’s ID is often essential, especially for updating, deleting, or fetching related records. In this Salesforce tutorial, we will learn how to get the current Record ID in Salesforce Flows. Specifically, the screen flows. Get Current Record ID in Salesforce Screen Flow To obtain a current record ID in … Read more >>>
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