Last Updated on January 16, 2025 by Rakesh Gupta Big Idea or Enduring Question: How do I automatically grant sandbox access to a group of people upon creation or refresh? Objectives: After reading this blog, you’ll be able to: Understand how to streamline sandbox access management. Automate the process of The post Use Selective Sandbox Access to Limit Access to a Sandbox appeared first on Automation Champion ..read more

Last Updated on January 15, 2025 by Rakesh Gupta Big Idea or Enduring Question: How can I use the transform element to easily perform operations like sum and count without using a loop? Objectives: After reading this blog, you’ll be able to: Utilize the Transform element to map and transform The post Transform Elements Over Loops: Easily Sum or Count Items in Collections appeared first on Automation Champion ..read more

Last Updated on January 9, 2025 by Rakesh Gupta Big Idea or Enduring Question: How can I bring data from multiple sources into the data source using the Transform element and then map it to the target data source? Objectives: After reading this blog, you’ll be able to: Utilize the The post Use Multiple Data Sources in Transform Element to Fetch Data from Multiple Objects appeared first on Automation Champion ..read more

Last Updated on January 8, 2025 by Rakesh Gupta Artificial intelligence has inserted itself into so many facets of Salesforce capabilities that it seems like the possibilities have to run out eventually, only that hasn’t happened yet. SharinPix, the Salesforce AppExchange partner, brings more than 30 lightning components to your The post AI Photo Automation from a Flow appeared first on Automation Champion ..read more

Big Idea or Enduring Question: How can I use the Transform element for data mapping and data transformation to collect data in a record collection variable and later create records? Objectives: After reading this blog, you’ll be able to: Utilize the Transform element to map and transform source data to The post Transform Elements Over Loops: Create Tasks for Opportunities Without Loops appeared first on Automation Champion ..read more

Last Updated on January 3, 2025 by Rakesh Gupta Big Idea or Enduring Question: How can I use the Transform element to map and transform data from one collection variable to another without using a loop? Objectives: After reading this blog, you’ll be able to: Utilize the Transform element to The post Transform Elements Over Loops: A Modern Method for Collecting IDs in Salesforce Flow appeared first on Automation Champion ..read more

Last Updated on December 31, 2024 by Rakesh Gupta Currently, the Spring’25 release is available under the pre-release program. On the 03rd of January 2025, Sandboxes will be upgraded, and as a result, your organization will get the look and feel of the Spring’25 release. In this release, there are numerous The post Salesforce Spring’25 Release Quick Summary appeared first on Automation Champion ..read more

Last Updated on December 11, 2024 by Rakesh Gupta Introduction: Why Clean Data Matters in Salesforce In Salesforce, having accurate, up-to-date data is essential for getting the most out of your CRM. Imagine a sales team managing multiple customer accounts. If they constantly encounter duplicate records for the same client, The post How to Mass Merge Duplicate Accounts, Contacts and Leads in Salesforce on Autopilot appeared first on Automation Champion ..read more

Last Updated on August 13, 2024 by Rakesh Gupta Big Idea or Enduring Question: How can you dynamically display or hide fields in the Highlights Panel based on specific criteria? Objectives: After reading this blog, you’ll be able to: Understand the Highlights Panel and its functionality. Explore the newly introduced The post Dynamic Highlights Panel: Conditional Field Visibility for Enhanced Focus appeared first on Automation Champion ..read more

Last Updated on August 13, 2024 by Rakesh Gupta Currently, the Winter’25 release is available under the pre-release program. On the 30th of August 2024, Sandboxes will be upgraded, and as a result, your organization will get the look and feel of the Winter’25 release. In this release, there are numerous The post Salesforce Winter’25 Release Quick Summary appeared first on Automation Champion ..read more