Any business that wants to scale understands the importance of automating redundant tasks. One painfully boring of such redundant tasks faced by teams across the globe is to manually create documents before sending them out, whether it is to a prospective customer or concerned stakeholders. Teams across the organization often […]
Month: April 2021
Top 10 Free Apps on Salesforce AppExchange to Help Your Business
Businesses need to grow, consistently. And unless we do something new or change something old, we don’t see results. With some customizations, your propellant for growth – Salesforce – is usually able to keep up with your ever-growing demands. But these customizations may get a bit tricky sometimes. Often there’s […]
Optimize Your Salesforce Performance with Salesforce Optimizer App
We’ve all heard it before that Salesforce is a Multi-Tenant platform, and therefore, we need to ensure that the Salesforce Instance/Org is configured to adhere to the best practices. Salesforce offers a tool known as “Salesforce Optimizer Report”, which provides a health check for a Salesforce Instance. Salesforce has enhanced […]
Reduce Code with Salesforce Winter-21
Summer-20 was powerful with including key features which helped to decide and execute flows based on record creation and edits. With Winter-21 Release flows become more powerful and covers all scenarios related to data manipulation (Except Un-Delete). Which means when we Create, Edit (Update) or Delete a record we can […]
Salesforce Email Template Considerations
Email Templates Email templates are used to help increase productivity and ensure consistent email messaging. Email templates permits usage of merge fields which lets you send emails that include a related field value from Salesforce records. Types Within Salesforce there are 2 User-Interface experiences (Lightning and Classic). The email templates […]
Power-Up Your Business Automation in Salesforce with Summer 20”
Overview With Summer 20” Release of Salesforce, business automation just got a lot more powerful. With the release Flows can be invoked on the After Save event of a record. This means that we can leverage Flows to perform Business logic and in the context of a record that exists […]