Tag Archives: Workflow Automation

How to Use Scheduled Paths in Salesforce Flow to Automate Follow-Ups

In Salesforce, a record-triggered flow normally runs immediately when a record is created or updated. But what if you want an action to happen after some time — for example, sending a reminder email or creating a follow-up task? That’s where Scheduled Paths in Salesforce Flow Builder come into play. A scheduled path allows you… 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 »

Quote To Order Conversion in Salesforce

When a customer approaches an organization for any requirement, what do a salesperson do? They “QUOTE”. A “QUOTE” is a document that allows a prospective customer to see a predetermined set of items and quantities at a predetermined price, to be delivered on a specific date. Read More: GUMU™ for Salesforce – Sage ERP Integration… Read More »