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Rajeshwari Jain

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Better Salesforce Formula Editor
Salesforce

Better Salesforce Formula Editor

October 31, 2023 Rajeshwari Jain

Salesforce provides a formula editor that enables users to perform complex calculations, manipulate data and establish validation rules across its various products, including Sales Cloud, Service Cloud and Marketing Cloud.

Salesforce page optimizer
Salesforce

Salesforce Page Optimizer Extension

October 23, 2023 Rajeshwari Jain

The Salesforce Optimizer extension is an important tool that assists Salesforce Administrators and Users in enhancing their CRM experience. Salesforce Users often navigate through various screens and pages to access

How to Utilize Salesforce flows in List View
Flow

How to Utilize Salesforce Flows in List View

October 20, 2023 Rajeshwari Jain

In this blog post, we will see how to use Salesforce Flows in a list view. We will achieve this by crafting an Auto-Launched Flow that triggers upon clicking a

Create multiple Records using Salesforce Flows
Flow

Create multiple Records using Salesforce Flows

October 16, 2023 Rajeshwari Jain

Salesforce Flows enable us to Create multiple Records in any Standard or Custom Objects along with API-only objects. In this blog, we will explore how to use Screen Flow to

Custom Error Element in Record Triggered Flow
Flow

Custom Error Element in Record Triggered Flow

October 4, 2023 Rajeshwari Jain

At times, managing errors within Salesforce Flows can pose challenges that impact the team\’s overall efficiency. We usually use the addError() method in Trigger to show an error on the

Flow

Send Email using Email Templates with Salesforce Flows

September 26, 2023 Rajeshwari Jain

In this blog, we will learn how to send emails using email templates with salesforce flows. Why to use Email Templates?  We can create personalized Email templates by including object

Flow

Send Email Action in Salesforce Flow

September 19, 2023 Rajeshwari Jain

In this blog, we are going to learn about send email action in Salesforce Flow. Salesforce Flow is currently the sole automation tool for automatically sending customized emails to the

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