Uploading Nintex Drawloop DocGen file with dynamic data to Files object
Do you want to upload dynamic documents when you have a change in record? Yes, we have an option using Nintex Drawloop Docgen installed package. Installation Step: App Launcher à Click on Visit App Exchange à search Nintex Drawloop DocGen à please install it in your Salesforce org and give permission accordingly (Only for Admin […]
Marketo with File Upload Care Integration
Objective: We want to maintain the uploaded file’s details for each customer/person record into Marketo Lead whenever that customer / person is submitting the Marketo Form from the Landing Page or Web Page. Description: When a business wants to capture the customer/person details along with uploaded files during Marketo Form Submission. Marketo does not have […]
LWC as a Quick Actions
In Summer 21’ release, Salesforce introduced Lightning Web Component (LWC) as a quick Action. Earlier this option was available only for Aura components. This can be enabled for LWC components only when it is wrapped inside an aura component. There are two types of actions available in the LWC Quick Action Screen Actions Headless Actions […]
Salesforce Maps
Salesforce Maps is a paid salesforce integration package that is available in both desktop and mobile. It has many functionalities that help the sales reps to understand the territories.  After the installation of Salesforce map, go to app launcher and type Salesforce maps application or Map tab. Then, you will be redirected to a screen […]
QAOps: Not just the latest buzzword but all you wanted to know
Introduction In this advanced innovative world where all the organizations are working towards the automation to provide the best user experience to the clients, we concentrate on providing the quality and rehearsing QAOps is responsible for Ontime delivery. Let’s check: what is QAOps? For what reason it is significant? and what DevOps is. DevOps — […]
Slack and Salesforce Integration
Introduction Slack is one of the Communicating tool/channels used by more than 750,000 companies of all sizes. It’s not a matter how your teams work together. Slack always maps to how your company is organised and scales with your business irrespective of your team size either big or small. Slack suits the best work of […]
Loop Implementation in Salesforce Flow
Flow Builder – Salesforce Configuration Flow Builder is one of the automation tools available in Salesforce. It collects data and performs actions in Salesforce org or an external system. This helps to build complex business solutions with clicks and not with code. It has multiple features including record triggered flow, execution of business logic using […]
Salesforce Inbox Add-In for Outlook
Introduction:   Salesforce Inbox is a tool that increases productivity by integrating Salesforce with emails (Outlook). It helps us to do our business in a smarter way and as well as faster. By using this excellent tool, we can view our emails and events along with relevant Salesforce records, providing updates to our team with […]
Create Interactive Email Template in Salesforce using Email Template Builder
Email Template Builders feature was released in Salesforce Winter’21 that allows us to create email templates easily and faster using visual tools. New Features in Email Template builder: Standard elements available to be added are: Button Image Rich Text HTML Row Allows for creating multiple columns within frames Uses HTML features such as Tables without […]
