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Salesforce Flow Updates - Spring'25 Release
Admin, Flow, Salesforce

Salesforce Flow Updates – Spring’25 Release

December 16, 2024 Kashish Bansal

In this blog, we’ll explore Salesforce Flow Updates – Spring’25 Release, their practical applications, and how they enhance user experiences. This release focuses on enhancing the usability, efficiency, and capabilities

How to automatically navigate to newly created record in Salesforce Flows
Admin, Flow, Salesforce

How to automatically navigate to newly created records in Salesforce Flow

December 2, 2024 Rajeshwari Jain

Salesforce Flows are an incredible tool for automating processes without writing code. One everyday use case is creating a record and automatically navigating the user to it after completion. This

Custom Path Component in Screen Flow
Admin, Flow, Salesforce

Custom Path Component in Screen Flow

December 2, 2024 Harshit Sharma

In this blog, we’ll explore the Custom Path component in Salesforce Screen Flow. We’ll cover how to install and use it, showing how it helps visually track stages and simplify

Conditional Field Formatting in Salesforce with Example
Admin, Salesforce

Conditional Field Formatting in Salesforce with Example

November 29, 2024 Kashish Bansal

In this blog, we will explore what Conditional Field Formatting in Salesforce is, its benefits, how to implement it, and provide a business use case to demonstrate its value in

Path setting in salesforce with example
Admin, Salesforce

Path setting in salesforce with example

November 25, 2024 Kashish Bansal

In this blog, we will delve into the path setting in Salesforce and the different ways to use it. Path in Salesforce is way of visually representing the different stages

Einstein Conversation Insights in Salesforce
Admin, Salesforce

Einstein Conversation Insights in Salesforce

November 25, 2024 Harshit Sharma

In this blog, we will explore setting up Einstein Conversation Insights in Salesforce, Integrating Salesforce with Zoom, Assigning Permissions for Conversation Insights, and Customizing Dataflow. Einstein Conversation Insights Einstein Conversation

Everything to know about Prompt Builder in Salesforce
Admin, Salesforce

Everything to know about Prompt Builder in Salesforce

November 2, 2024 Rajeshwari Jain

Prompt Builder enables Salesforce professionals to create AI-driven prompts that utilize Salesforce data for automatic content generation, improving workflows and enhancing engagement. With features like the Einstein Trust layer for

How to use Data Fetcher in Salesforce
Admin, Salesforce

How to use Data Fetcher in Salesforce

October 27, 2024 Harshit Sharma

In this blog, we’ll explore the Data Fetcher tool in Salesforce and learn how to harness its capabilities within Screen Flow to retrieve records from any object using SOQL queries.

Event Monitoring in Salesforce
Admin, Salesforce

Event Monitoring in Salesforce

October 27, 2024 Harshit Sharma

In this blog, we’ll understand how Event Monitoring in Salesforce can be used to track user activity effectively. We’ll cover the steps to enable Event Monitoring, explore the Event Log

How to call Apex Class From Salesforce Flow
Apex, Flow, Salesforce

How to call Apex Class From Salesforce Flow

October 13, 2024 Harshit Sharma

This blog post will show how to call an Apex class from a Flow using an Invocable Method. We’ll create a Flow that updates the Account’s Site field with the

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