Tag Archives: Workflow Automation

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 »