Integrating HelloSign with Salesforce
Introduction: HelloSign is an eSignature tool that helps us to get a signature from the recipient. The user can send a signature request by using a quick action or lightning component. Prerequisites: Install the HelloSign package from App Exchange. Install for all users and enable Grant Access to third-party Websites checkbox. Sign-up the HelloSign account. […]
Web-to-Case form with custom field look up UI
INTRODUCTION: This article gives a solution to have look up field UI on the community page form using JavaScript. Both logged in users and public users can have access to this lookup. This can be achieved using both aura component and LWC. Here is the example with Lightning component. Web- to-Case can’t work with a […]
Einstein Analytics Data Recipe Transform Data Node
INTRODUCTION: In this article, we are going to primarily focus on the Transform Node in the data Recipes. Before that, here is brief information about Recipes as this is one of the two primary ways along with Dataflows to create datasets to use in the Einstein Dashboards. Recipes are much simpler to develop and understand […]
Calendly integration with Salesforce
What is Calendly? Calendly is an app used for scheduling meetings, appointments, and events. The goal of Calendly is to cut back the back-and-forth email chain and reduce the time spend on email replies and on longer meeting preparation. Calendly for Salesforce The Calendly package for Salesforce has two flows. The logic of those flows […]
Assigning Package Manager License to Community User using Flow
Use case: A Community user needs to get permission automatically for the installed package to access the features inside the portal once they signup. We can achieve this using a flow. A Flow automates the business process, and it is part of Salesforce that collects data and performs actions in your org, or an external […]
Deleting records from Recycle bin using Apex & Workbench
In Salesforce, the standard approach to delete the records from Recycle bin is to navigate to the Recycle bin, select the records that needs to be deleted, and click Delete to permanently delete them from the org. There are two other approaches to delete the records from the Recycle bin; the first approach is using […]
Discounting Tools in Salesforce CPQ
In Salesforce CPQ, there are several ways to discount prices. Providing Discounts when customers purchase product in a bundle You can give discounts to customers when they purchase a specific product in a bundle. This can be achieved by adding discount % in Discount (%) field of Product Option. For example, you can provide discount […]
Twilio SMS API integration with Mulesoft
Introduction: In this article , we will demonstrate how to use Twilio API for sending SMS using Mulesoft. Architecture Diagram: Prerequisite: 1, Need to have an active account in Twilio.For new Account, signup here. 2. In Anypoint studio, add Twilio connector module from exchange. Implementation: Preparing payload for sending SMS through Twilio API Here, we […]
Salesforce REST API Integrations using Postman
To Login into Salesforce Org Use user credentials below for Salesforce login.   Sandbox URL : <<URL of the Salesforce Org>> Username : <<Username of the org credential> LPassword : <<Password of the User>> Security Token : <<Security token of the User>> To Create Connected App A Connected App is needed in Salesforce to authorize external systems using OAuth 2.0. Please refer […]
