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Creating Salesforce Flows Hello and welcome. The objective of this article is to provide those new to Salesforce Flows with instruction on how to build a record-triggered flow that automatically updates a record (the Account) once a related record (the Opportunity)...
In this video, we're going to look at the Mass Delete Records option in the Salesforce Setup menu. With this feature, you can mass deleteaccounts, leads, activities, contacts, cases, solutions, products, and reports, and up to 250 items can be deleted at one time....
How to manage your Salesforce rollout communication plan. It’s Go Time. Requirements? Gathered. User Stories? Groomed. Sprints? Sprinted. UAT? U-A-Tested. You’re counting down to deployment, and tomorrow morning, your end users are going to be so psyched to log in to...
In this video, we'll talk about the Salesforce Setup Audit Trail feature and how to start using it. The Setup Audit Trail tracks setup changes made between admins. This is an ideal troubleshooting tool if you're seeing errors from a recent change, and is especially...
With the existing functionality in Pardot, it is quite difficult to capture survey information. Years ago, I remember building out an email template for a customer satisfaction survey, rating our service from 1 - 10. We used 10 images, each had a number from 1 - 10,...
Hey folks! In this blog post, I will cover how we can integrate two salesforce orgs. Nowadays we have many requirements where we integrate 3rd party Apps with the Salesforce Platform. Being a Salesforce developer I have also completed many integration projects. (For...
In this video, we'll show you how to access the Salesforce API for certain user profiles. The API Enabled setting in Salesforce allows that user or users to access data from external applications - an example of this is Outlook for Salesforce. The API Enabled setting...
When should you convert a lead? Were you aware you stumbled into one of Salesforce’s most controversial topics when you clicked on the link to this blog? The age-old question of ‘When should I convert a Lead into an Opportunity?’ is controversial because there are a...
In this video, we'll show you how to access the Recycle Bin in Salesforce. In order to do this, and depending on what data you're accessing in the Recycle Bin, you'll need certain permissions enabled first. We'll walk you through what you need to access the Recycle...
Einstein Behavior Scoring is an intuitive tool created to help your company effectively close more deals. This feature allows sales representatives to have a clear view of each prospect and their overall likelihood of purchasing what products or services your company...