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...
The Sales Managers need to fill in an entirely different set of questions than the rest of the business. This is where the value of using Custom Settings inside of a Flow really shines. To override the default questions, all you need to do is create a new Custom Setting record specific t...
How to configure flows when using Salesforce Connector and static IP in CloudHub Publish Date: Oct 29, 2019 Steps GOAL:In case you configured your salesforce account to restrict access using IP whitelisting, although you select a Static IP for your worker, the same gets assigned a...
insert, update, and delete the Salesforce data. In this scenario, we need to store the data in an Excel/CSV to import, update, and upsert the data. If you want to perform the DML operations directly from the Microsoft Excel, we need to add the XL-Connector to our Excel which is ...
How to Send Rich Text Emails From Flows in Salesforce Step by Step Guide to “Custom Error” in Record-Triggered Flow How to Configure a Custom Launchpad in Salesforce How to Mass Create, Update, Delete & Transfer Records in Salesforce...
and everyone always has the latest file version on hand, making collaboration seamless. Use App Connect to connect additional apps toBox. So whenever a new campaign is created in Salesforce, for example, a folder is created inBoxautomatically, making your team more collaborative and saving time ...
Introduction to Salesforce Objects are important parts of Salesforce’s ecosystem. They are the building blocks of pretty much every database you...
It causes a lot of confusion for your support reps, and legitimate cases can get lost in the mass of new cases.With this solution, you can control who has permission to change the setting so instead of having to delete hundreds or thousands of invalid cases, the infinite loop can be ...
For CRM automation to be successful you need to make sure all tools from your tech stack are well-connected with each other, ensuring that your data flows smoothly. 5. Measure the ROI of sales, marketing, and customer support Most CRM toolscome with powerfulreporting and analyticscapabilities,...
Hence the kind of topics you can expect to read about here are:Functional testing Non-functional testing Test automation Testing in CI/CD Release management and it's impact on quality/testing. Quality processes and culture Testing in production (monitoring/observability, chaos engineering, site ...