Salesforce.com-Tips and Tricks
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 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 »
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 »