Tag Archives: flow setting in salesforce

Salesforce Flows vs. Apex Triggers: Making the Right Choice for Your Business Needs

There is a long-standing debate between Flows vs. Apex Triggers when it comes to Salesforce automation, but the answer is not straightforward. Both approaches can fulfill business requirements, though some scenarios necessitate the use of code. The challenge arises in complex cases where a Consultant or Architect must determine whether a flow or trigger is… Read More »

How to call Screen Flow from Lightning Web Component in Salesforce

This blog post will go over how to call the Winter’23 release of Screen Flow from a Lightning Web component. With Lightning Web Components, we can now initiate Screen flows. Additionally, we may adjust the final behavior by adjusting the styling and transferring the custom logic to the flow. Call Screen Flow from Lightning Web… Read More »

How To Create A Quote Template In Salesforce?

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 »

How to use Email Template in Standard Salesforce Flow

In this blog, we will discuss how to use an Email Template in Standard Salesforce Flow, you need to go through two steps which are as follows. Create Email Template Email-Template After creating an “Email Template”, we can use it to create an Email Alert to use it in the flow. Create Email Alert We… Read More »

Clone Record of Any Object using Flows in Salesforce

Flows in Salesforce build is a very power full tool in Salesforce. It helps you to automate complex business logic into simple steps. To clone a record using flow in Salesforce, follow the steps below. Goto Setup -> type “flow” in quick search -> click on Flows. 1-Salesforce Flows Then, it will ask you to… Read More »

Salesforce Tips – Dynamically Pass Parameters to Run Reports

This blog will guide a user on how to pass parameters a run-time on Report and invoke the report through custom link or custom button. Dynamic reports let users analyse the data for particular records whose parameters have been passed through URL. Read More: Salesforce – Sage ERP Integration For e.g.: Let’s consider a scenario… Read More »