Record sharing using Salesforce Flow
Sharing plays a crucial role in salesforce. Ever wonder if you can share the record with users based on the data in a lookup field. Well, your wish has come true – the flow now allows you to do this without writing a single line of code. Let’s look at this in details with an […]
Salesforce CPQ Product Rule
Sarav loves Samsung Phones and Salesforce. When we asked him for content around product rules, he created this really simple video! We loved it. Hope you do too!
Workflow To Flow Migration – Salesforce Tool
Introduction As salesforce admins, you might have used various process automation tools such as workflows, process builders, and flows. There are often questions around what automation tools to use when we come across some requirements. Salesforce might end all these debates as they standardize everything to flow. They will also help us – ‘Migrate to […]
Salesforce- Google Ads integration
Customer Requirement The client is a UK-based company that manages digital marketing for its customers in both Salesforce and another database. The digital marketing teams were manually entering the same details from Salesforce into their database wizard, which in turn activates the campaign in Google Ads and Bing Ads. The database wizard had an optimization engine that ensured it secures the right […]
How To Implement Omni Channel In Salesforce???
What Is Omni Channel? Omni Channel is a tool to manage the priority of work items without writing a code. It’s a flexible, customizable feature.Omni-Channel routes work requests to the most available and qualified support agents in the console. Where Can This Be Used? This can be used by people of teams who are managing, […]
Docusign Salesforce Integration – Automate Your Contract Process
Watch this video where Sarav walks through the process. If you would like to download the steps as a pdf, Click here
Salesforce Duplicate Management
Overview: The duplicate rule and matching rule are linked with each other. What is Matching Rule? A matching rule defines how duplicate records are identified in duplicate rules. Salesforce provides standard matching rules for business and person accounts, contacts, and leads. You can also create custom matching rules What is Duplicate Rule? A duplicate rule […]