Last Updated on April 23, 2024 by Rakesh Gupta If your company uses Salesforce for Outlook, change is on its way. Salesforce for Outlook is an integration tool developed by Salesforce to synchronize emails, contacts, tasks, and events between Salesforce and Microsoft Outlook. This tool allows users to view Salesforce The post Salesforce for Outlook Retirement: What You Need to Know and How to Evaluate Alternatives appeared first on Automation Champion ..read more

Last Updated on April 22, 2024 by Rakesh Gupta Big Idea or Enduring Question: How do you show or hide tabs in Lightning App Builder based on requirements? Objectives: After reading this blog, you’ll be able to: Understand tab visibility Set up tab visibility in Lightning App Builder And much The post Set Conditional Visibility for Individual Tabs in Lightning App Builder appeared first on Automation Champion ..read more

Last Updated on April 22, 2024 by Rakesh Gupta Big Idea or Enduring Question: How to make the screen component read-only? Objectives: After reading this blog, you’ll be able to: Make the Date screen component read-only and display today’s date. Make the Text screen component read-only and display the logged-in The post Easiest Way to Make Screen Component Read Only appeared first on Automation Champion ..read more

Last Updated on April 15, 2024 by Rakesh Gupta Big Idea or Enduring Question: How can you execute flows triggered by platform events for different users? Objectives: After reading this blog, you will understand: What Platform Events are How to configure the running user for platform event-triggered flows And much The post Choose Running User for Platform Event-Triggered Flows appeared first on Automation Champion ..read more

Last Updated on April 14, 2024 by Rakesh Gupta With Salesforce’s impressive compound annual revenue growth (CAGR) of 29.04% over the past decade and holding a significant 23.8% market share in the CRM market, it’s clear that Salesforce technologies, including LWC, play a role in driving business success.  This growth The post Salesforce Apps with Lightning Web Components appeared first on Automation Champion ..read more

Last Updated on April 15, 2024 by Rakesh Gupta Big Idea or Enduring Question Automating Document generation via Salesforce can help you close your biggest business deals at speed and scale while maintaining razor-sharp data accuracy. The problem? Salesforce does not have robust native document generation capabilities of its own. The post Close Business Deals Fast with Salesforce Document Generation appeared first on Automation Champion ..read more

Last Updated on March 20, 2024 by Rakesh Gupta Big Idea or Enduring Question: How can you set up Send Email as a Quick Action in Salesforce Lightning Experience? Objectives: After reading this blog, you’ll be able to: Understand the needs for using Lightning Web Components to create a Quick The post Send Email as a Quick Action Using Lightning Web Component appeared first on Automation Champion ..read more

Last Updated on February 28, 2024 by Rakesh Gupta Big Idea or Enduring Question: Big Idea or Enduring Question: Integrating your signing processes with Salesforce enables you to automate the process, enhance security, and track the progress of signers within your CRM. The problem is that Salesforce does not have The post Guide to Salesforce Electronic Signature Solutions appeared first on Automation Champion ..read more

Last Updated on February 13, 2024 by Rakesh Gupta Big Idea or Enduring Question: How can you leverage Salesforce Reports and Dashboards REST API to automatically refresh a dashboard every hour or every minute in Salesforce using Salesforce Flow? Objectives: After reading this blog, you’ll be able to: Create a The post Automatically Refresh Your Salesforce Dashboard Every Hour or Minute appeared first on Automation Champion ..read more

Last Updated on January 22, 2024 by Rakesh Gupta Big Idea or Enduring Question: How Do You Find Out If a Record Is in the Approval Process When Using Salesforce Flow? Objectives: After reading this blog, you’ll be able to: Work with the ProcessInstance object. Find out if a record The post Easiest Way to Find if a Record Is in the Approval Process Using Salesforce Flow appeared first on Automation Champion ..read more