Category: Salesforce

In the dynamic landscape of modern business, effective Customer Relationship Management (CRM) is indispensable. Salesforce, a leading cloud-based CRM platform, empowers organizations to streamline processes, enhance collaboration, and foster meaningful customer interactions. This comprehensive guide aims to provide a thorough

In the world of Salesforce, the ability to harness the potential of data is transformative. Salesforce Reports and Dashboards form a dynamic duo that empowers users to extract meaningful insights. Let’s delve into the principles of creating effective reports and

Dynamic forms have been introduced to take Lightning App Builder to the next level. It makes page layout more configurable by displaying the right information at the right time. Salesforce administrators can create a dynamic experience that their users will

Step 1: We need to create a flow of Record triggered types. Select an Object and configure the trigger according to the requirement. Set Entry Condition: Add the condition for which this record triggered flow fired. For example here, if

Salesforce has a limitation on performing queries on a large number of records. Especially when your data is massive performing queries and the performance of the system downgrades. That is where Big Object Comes into the picture. Big Objects allows

While working on any project based on Salesforce and using AccelQ to automate the flow, there are certain scenarios where we might need to use SOQL queries to get data instead of writing a script to get the data directly

In Salesforce, Named Credentials is a secure way to store and manage external API credentials, such as usernames, passwords, tokens, or endpoints, used for authenticating and accessing external systems or services. Named Credentials act as a wrapper around these credentials,

Salesforce and Gmail are two different platforms. One helps in keeping customer accounts, tracking leads, and providing proper details regarding customer engagement and conversion, the other one helps in sending emails to customers and also creates threads for related emails.

To create a public site in Salesforce, you can follow these steps: Enable Public Access Settings: First, ensure that your Salesforce org has public access settings enabled. To do this, go to “Setup” in Salesforce, search for “Public Access Settings”