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 »
We will talk about how to call a Lightning Auto-launched flow from the Apex class in this blog post. The flow in Salesforce can be launched without user Interaction such as from a process builder or the apex code. So here we are creating a auto launched flow and call it through the apex code.… Read More »
In this blog, we will explore the necessary steps to address the issue encountered while promoting Customer from Salesforce to Sage 300 Cloud ERP, specifically the “Error while promoting Customer from Salesforce to ERP: 404 Not Found. It appears that a service restart is required.” This error message indicates a 404 Not Found status, signaling… Read More »
In this blog, we are going to discuss about “How to create product features and options in Salesforce CPQ“. In this blog we will cover the process of establishing features and options for your products options, in this context, refer to the individual items included within a product bundle. A Bundle can have multiple features… Read More »
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 »