Countdown has begun! I am sure you must have heard Process builder and Workflow rules will be retired, So say hello to FLOW. Salesforce has already updated some help documents and Trailhead content, which automation tool should I use? Check out “Choose the Right Automation Tool” on Trailhead and you’ll see this table:   How can you migrate your existing workflow rules and processes to flows? Patrick Stokes (Product Manager at Salesforce) has explained, there will be a roadmap for the retirement plan of Workflow rules and Process builder. Spring ‘22 release: Will introduce migration tool ..read more

Lighting flow is one of the most powerful and greatest automation tool available in Salesforce CRM. It helps you to solve complex business problem’s quickly and easily without the trouble of learning how to code or relying on a developer. The Flows help reduce the amount of time end users require to input data and at the same time making sure the required tasks are accomplished correctly. Flows are able to perform complex data manipulations based on the data received from user interaction or from existing records. In my opinion, flow is a future of Salesforce. Flow Terms   Lightning Flo ..read more

Lighting flow is one of the most powerful and greatest automation tool available in Salesforce CRM. It helps you to solve complex business problem’s quickly and easily without the trouble of learning how to code or relying on a developer. The Flows help reduce the amount of time end users require to input data and at the same time making sure the required tasks are accomplished correctly. Flows are able to perform complex data manipulations based on the data received from user interaction or from existing records. In my opinion, flow is a future of Salesforce. Flow Terms   Lightning Flo ..read more

In today’s market, customer satisfaction is first priority for every business. Do you know, how you can provide better customer service and collect the feedback, experiences, preferences, wants and needs of your customers. Survey in Salesforce is great tool to collect the feedback and data from user or customers internally or externally within your Salesforce Org fore free. Sales cloud and Service cloud customers can send receive 300 survey responses before any additional purchase is required. You can create a different type of Survey, ex. Survey form, Feedback form, Question poll, etc. Reco ..read more

We all know very well Salesforce spring 21 release is around the corner. I have highlighted the most exciting, interesting, and useful Lightning Experience features. Here are my coolest Lightning features from Spring’21 release.   1.    Manually share records in Lightning Experience (Beta) Now, manual sharing is coming to Lighting experience. In Spring’21 release, manual sharing is supported in custom object and some standard objects, i.e., Account, Case, Contact, Lead, and Opportunity More Info 2.    Add images to in-app guidance Add images to your prompt ..read more

It’s time of year – sparkling lights, shopping, candles, tree lighting, house decoration, take picture with Santa, listen to Christmas songs, watch Christmas movies, Gift giving and gift exchanges, family meals, Christmas parties, shutdown computer, close the office.. Most of companies close for a day, week, or two weeks. Don’t forget to your Salesforce org ready for festive. In this article I am going to explain, how Salesforce org feeling festive. To achieve, need to create a Visualforce image page and put it on the Lightning page. Please follow the steps below and make your org feeling fe ..read more

Salesforce Process Builder helps you to automate various complex business processes. It can do a number of things, such as; Create a record, updates a record, Post to Chatter, Send an Email, Quick Actions, Send Push out Notification, Send Survey invitation, Submit for Approval, etc. In this article, I am going to explain how to send email alert when new employee onboarding via Process builder. Let’s start with my business use case   Setting the Scene I am working as System administrator in Miraforce. My next task is to create a process builder to send out an email to the New employee jo ..read more

Salesforce process builder is great tool to automate the business processes. It is new work flow tool. Say Goodbye to Workflow and Hello to Process Builder. Click not code. It can do a number of things, such as; Create a record, updates a record, Post to Chatter, Send an Email, Quick Actions, Send Push out Notification, Send Survey invitation, Launch a flow, Apex, Submit for Approval, etc. This Process Builder series /  tutorials will help you understand more in detail. Check out this series and try to create a process builder in your org and see how to get important information quickly ..read more

Salesforce Process Builder helps you to automate various complex business processes. It can do a number of things, such as; Create a record, updates a record, Post to Chatter, Send an Email, Quick Actions, Send Push out Notification, Send Survey invitation, Submit for Approval, etc. In this article, I am going to explain how to send email alert upon task completion via Process builder. Let’s start with my business use case Setting the Scene I am working as System administrator in Miraforce. My next assignment is to create a process to send out an email to the CEO. When a task is high priorit ..read more

Process builder is great automation tool of Salesforce. There are lots of accounts, contacts, opportunities, etc. created day by day. Sometimes some accounts are very important for day to day business. Accounts related cases and opportunities are very important things in Salesforce. Some accounts are key accounts. The principal behind it is that you can mark accounts that may need particular attention behind many reasons, such as annual revenue, is it active or not or any other reason. If you want to get the proper information, you need to create a process to automate the business. Setting t ..read more