In this blog, we’ll explain why you can’t directly perform DML operations from JavaScript in Salesforce Lightning Web Components (LWC), and how to do it the right way using Apex or Lightning Data Service. Knowing this is important for keeping your data secure, respecting user permissions, and following Salesforce best practices. We’ll walk you through… Read More »
The latest enhancement to the GUMU™ Security Matrix UI significantly improves access control and user experience for administrators and end-users alike. With the introduction of a tree-structured view, profiles and users are now conveniently displayed in a single, unified interface eliminating the need to switch between separate screens. A user-friendly toggle button allows seamless switching… Read More »
Salesforce Pardot has been renamed to “Account Engagement” in Salesforce Lightning. To access Account Engagement with user licenses under the “Identity” category, specific permissions need to be assigned. Users with an Identity profile can now access Account Engagement in Salesforce. Account Engagement (Pardot) is Salesforce’s marketing automation tool designed to help businesses track and engage… Read More »
In this blog post, we’ll delve into the steps to establish Salesforce Flow Automation for email notifications within Salesforce. Automating email alerts for lead status changes is a powerful way to leverage Salesforce’s automation features. Whether you’re a Salesforce administrator or a sales manager aiming to boost your team’s productivity, this guide offers essential insights… Read More »
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 »
In this blog post we will delve into setting up Engagement Studio Programs within Account Engagement in Pardot. It will explore the process involved in creating an engagement program, which includes various action steps such as sending emails or updating prospect information fields. When initiating a new program, essential details are filled in, and at… Read More »
Salesforce’s NavigationMixin – In the rapidly evolving realm of mobile app development, user experience holds paramount importance. Every tap, swipe, and interaction plays a significant role in sculpting an intuitive and fluid journey for users. Salesforce, with its comprehensive ecosystem and cutting-edge tools, remains at the forefront of empowering developers to craft outstanding mobile experiences.… Read More »
In this blog post, we will delve into the topic of how to master Pardot and using Automation Rules for Precise Record Filtering in it. The discussion will revolve around efficiently managing your Pardot records through the utilization of Automation Rules. Additionally, we will gain insights into establishing rules that automatically include records in specific… Read More »
In this blog post, we will delve into the process of creating a dynamic list in Pardot. This involves automatically including prospect records in the newly created list when they meet specific criteria. Additionally, these dynamic lists undergo continuous updates in the background. As prospect records synchronize from Salesforce to Pardot, they effortlessly become part… Read More »
In this blog post, we’ll explore the concept of presenting/displaying nearby Salesforce Accounts using the user’s current location/position. We’ll guide you through the process of integrating a function enabling users to access Account details by simply clicking a “Current Location” button, leveraging geolocation capabilities. For example, while users are on the go, they can effortlessly… Read More »
