What Are Duplicate Rules? A duplicate rule helped you to define what happens when we view a record with duplicates or start creating a duplicate record. Salesforce provides standard out-of-the-box duplicate rules for accounts, contacts, and leads. Based on the business requirement you can also create custom duplicate rules in Salesforce. With Duplicate rules, we …

How to automatically submit the record for approval using the salesforce flows. Let’s take an example, to understand the auto-submission of an approval process using the flows, where the sales reps submit the opportunity record for approval manually to their manager and therefore the record gets approved automatically if the Discount Percentage (number field on …

A named credential specifies the URL of a callout endpoint and its required authentication parameters in one definition. Salesforce manages all authentication for Apex callouts that specify a named credential as the callout endpoint so that your code doesn’t have to. You can also skip remote site settings, which are otherwise required for callouts to external sites, for the site defined in the named credential.

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Salesforce has 2 standard/declarative options to track changes to fields over records, but there is a limit to the total number of fields you can enable under both options (which is 20 fields same for both)

The service appointment life cycle in Salesforce Field Service involves several stages and key components. Here’s an overview of the typical stages:

Overview: In today’s fast-paced business world, optimizing workflow efficiency is crucial for staying competitive. When it comes to Salesforce, a leading customer relationship management (CRM) platform, integrating powerful form builders can greatly enhance your sales processes. In this blog post, we will explore the benefits and functionalities of using 123 Form Builder 123 Form Builder …

Introduction: Efficiently managing and importing large volumes of data is crucial for businesses utilizing Salesforce. In this blog post, we will explore how you can leverage DataLoader and the powerful VLOOKUP function to streamline the data import process in Salesforce. Combining these two tools can enhance data accuracy, reduce manual efforts, and improve overall data …

Features: Instantly scan and upload business cards to Salesforce. Can Scan up to 4 business cards at the same time. Saves time on manually entering leads in Salesforce. Scan to Salesforce – User Guide 1. From the App Launcher – Search for Scan to Salesforce 2. Scroll down the page and use the QR Code …