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 »
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 »
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 »