As all users are automatically getting logged into system because of startup script , we cannot use standard report to get users who has not logged into salesforce in last 45 days. In this situation we can create custom solution using Login flow. Solution is very easy. We will create custo...
Salesforce Admins and Developers use flow loops to create, update, and delete a whole bunch of records at once. They can use these loops in screen flows, record-triggered flows, autolaunched flows, and more. Some examples of using flow loops to update records include: A record-triggered fl...
What are the most important sales process steps? While you may need to adjust or add steps based on the product you’re selling, the typical sales process flows from early-stage product research through sales conversations, the close, and relationship nurturing that leads to upsells and cross-...
In this step-by-step guide, we’re going to show you how to integrate Salesforce and WordPress with theWPForms Salesforce addon. WPForms works perfectly as a WordPress Salesforce form plugin because it lets you connect your forms to your Salesforce database. You don’t need to pay for a...
In this article, I’ll walk you through the part of the URL thatdoeschange — called the subdomain — and why exactly that is. Table of Contents What is a subdomain name? What is a subdomain used for? How to Create a Subdomain ...
Step 2: Create the Flow This is the step to actually trigger the notification to go out using Salesforce Flow. While notifications can still be sent out using Process Builder, remember this will no longer be an option considering theretirement of Process Builderscheduled for later this year. ...
More items are available when you have connected App Connect toBox. Examples Use templates to quickly create flows forBox Learn how to use App Connect templates to quickly create flows that perform actions onBox. For example, open theTemplatesgallery, and then search forBox. Learn more...
Other forms, such as collected forms or lead flows, do not support these customization options. If you want to customize your form to add functionality not otherwise provided by HubSpot, use the methods documented in this article. If you require a more complex use-case and further customization...
“Create a flow that syncs the phone field of account objects between a Salesforce org and a database” Anypoint Code Builder for Industries In line with Salesforce’s mission to speed up development for specific verticals with their Industry Cloud, they have also created packaged solutions for...
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