In this blog post, we will explore the topic of sending/send email notification on the creation of a duplicate record. The article will walk you through the steps of identifying duplicates by matching email addresses, removing the newly generated duplicate records in Salesforce, and finally, triggering an email alert to the designated email address. Send… Read More »
In this blog, we are going to discuss the “Use Of Fault Connector in Flow Builder” in Salesforce flows. But let us first understand what is a flow. In Salesforce, a flow is a tool that automates complex business processes. Simply put, it collects data and then does something with that data. Flow Builder is the… Read More »
In this blog, we are going to discuss ”How to send an email to a quote Owner”. Emailing a Quote in Salesforce for the customers is done for the approval process from the customers. The quote must be approved by the customers. Emailing a quote is done by attaching a PDF Quote to the customer’s or… Read More »
This blog will discuss how a user can create a Quote Template in Salesforce. Below are the steps to create a Quote Template in Salesforce: – Firstly, log in to your Salesforce Org. Secondly, go to Setup and Enter Templates in the Quick Find Box. In addition, click on “Quote Templates” in the Lightning Experience.… Read More »
In this blog, we will discuss how to How to Use an Email Template in Flow. To use Email Template in Flow, you need to go through two steps which are as follows. Create Email Template Firstly go to Setup-> search template -> choose Classic Email Templates-> click on New Template button. After that, select… Read More »
Salesforce provides different types of Email templates like Text template, HTML, Custom and Visualforce email template. The visualforce email template is a very powerful template type as we can create a custom Visualforce page and display it as an Email body. Along with this, it also provides flexibility of adding an attachment in the mail.… Read More »
Creating email templates in Salesforce is an easy way to send an email notification that can save you a huge amount of time. Salesforce provides various types of email template – Real-time, bi-directional, multi-company – Sage ERP Integration with Salesforce The Advantages and Disadvantages of each email Template are as follows :- Text Pros –… Read More »