Technical Articles

Published articles written by our highly-specialized engineers and developers in their areas of expertise.

Salesforce Inbox Add-In for Outlook

Introduction:      Salesforce Inbox is a tool that increases productivity by integrating Salesforce with emails …

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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 …

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Secure Guest User Record Access

  Every operation in Salesforce is executed as a specific user. Hence, the data visibility …

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Data Migration Testing in Salesforce

What is data migration testing and why we need it?  Data migration testing is the …

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OmniStudio Calculation Procedures and Calculation Matrices

In OmniStudio, Calculation Procedures are used to configure complex math. A Calculation Procedure can call …

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B2B Commerce – Creating Custom component

Custom components can be used to add some additional functionalities like collecting the data from …

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Publish a Platform Event Using Process Builder

Process Builder – Salesforce Configuration:  Platform events are part of Salesforce’s enterprise messaging platform. The …

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Getting Started: Salesforce Commerce Cloud with PWA 

Salesforce offers a PWA kit for modern front-end development. Our Commerce Cloud store needs to …

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Multi-Column Screens Generation in Flow 

Flow Builder – Salesforce Configuration  Flow Builder is used to automate complex business requirements in …

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Overview of Box integration with Salesforce 

Introduction:  Contents can be stored, managed, and securely shared with anyone and anywhere all over …

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Creating and Customizing Dashboard Pages in Datorama

Datorama brings all your marketing data into one centralized view termed, Datorama Visualization. It provides an advanced …

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Using Custom types in LWC (Lightning Web Component) Data tables

LWC – Data table  Lightning Web Components are built using HTML and JavaScript. To display …

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Salesforce Volunteer Management

Introduction:  Nowadays, many Profit/Non-Profit Organizations, Committees, Community NGOs, and Groups are interested in doing many …

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Custom Email Archiving

When using Email-to-case in Salesforce, most of the time we may hit the org storage …

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How Does the Einstein Search Feature Help? 

How “Search” works typically in Salesforce?                  A global search allows the users search for …

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An Introduction to Einstein Analytics

INTRODUCTION                 Before diving deep into Einstein Analytics,  let us see the purpose of using …

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Conga button for downloading the record and related records as PDF 

Using Conga composer, we can download the parent and the related child records as a …

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Single Sign-On Setup for Salesforce Community Portal Using Azure AD 

Single Sign-On (SSO) is an authentication type that allows users to log in with a …

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