Send Email as a Quick Action Using Lightning Web Component
Automation Champion
by Rakesh Gupta
1w ago
Last Updated on March 20, 2024 by Rakesh Gupta Big Idea or Enduring Question: How can you set up Send Email as a Quick Action in Salesforce Lightning Experience? Objectives: After reading this blog, you’ll be able to: Understand the needs for using Lightning Web Components to create a Quick The post Send Email as a Quick Action Using Lightning Web Component appeared first on Automation Champion ..read more
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Guide to Salesforce Electronic Signature Solutions
Automation Champion
by Rakesh Gupta
1M ago
Last Updated on February 28, 2024 by Rakesh Gupta Big Idea or Enduring Question: Big Idea or Enduring Question: Integrating your signing processes with Salesforce enables you to automate the process, enhance security, and track the progress of signers within your CRM. The problem is that Salesforce does not have The post Guide to Salesforce Electronic Signature Solutions appeared first on Automation Champion ..read more
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Automatically Refresh Your Salesforce Dashboard Every Hour or Minute
Automation Champion
by Rakesh Gupta
1M ago
Last Updated on February 13, 2024 by Rakesh Gupta Big Idea or Enduring Question: How can you leverage Salesforce Reports and Dashboards REST API to automatically refresh a dashboard every hour or every minute in Salesforce using Salesforce Flow? Objectives: After reading this blog, you’ll be able to: Create a The post Automatically Refresh Your Salesforce Dashboard Every Hour or Minute appeared first on Automation Champion ..read more
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Easiest Way to Find if a Record Is in the Approval Process Using Salesforce Flow
Automation Champion
by Rakesh Gupta
2M ago
Last Updated on January 22, 2024 by Rakesh Gupta Big Idea or Enduring Question: How Do You Find Out If a Record Is in the Approval Process When Using Salesforce Flow? Objectives: After reading this blog, you’ll be able to: Work with the ProcessInstance object. Find out if a record The post Easiest Way to Find if a Record Is in the Approval Process Using Salesforce Flow appeared first on Automation Champion ..read more
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Salesforce Object Key Prefix List
Automation Champion
by Rakesh Gupta
2M ago
Last Updated on January 22, 2024 by Rakesh Gupta Big Idea or Enduring Question: How to find the Object Key Prefix for a specific object as well as for every standard object available in an org? Objectives: After reading this blog, you’ll be able to: Understand what the Salesforce Object The post Salesforce Object Key Prefix List appeared first on Automation Champion ..read more
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Salesforce Spring’24 Release Quick Summary
Automation Champion
by Rakesh Gupta
3M ago
Currently, the Spring’24 release is available under the pre-release program. On the 05th of January 2024, Sandboxes will be upgraded, and as a result, your organization will get the look and feel of the Spring’24 release. In this release, there are numerous fresh features and improvements encompassing various areas. These include The post Salesforce Spring’24 Release Quick Summary appeared first on Automation Champion ..read more
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Maximizing Salesforce Teams’ Productivity through AI
Automation Champion
by Rakesh Gupta
4M ago
Last Updated on November 28, 2023 by Rakesh Gupta As Artificial Intelligence (AI) continues to evolve and integrate into various business domains, its transformative impact on the Salesforce ecosystem is particularly significant. This shift is about more than just adopting new technologies; it’s about a fundamental change in how Salesforce The post Maximizing Salesforce Teams’ Productivity through AI appeared first on Automation Champion ..read more
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Beyond Text: Exploring Image Use Cases in Salesforce Flows
Automation Champion
by Rakesh Gupta
4M ago
Last Updated on November 22, 2023 by Rakesh Gupta Do you know the full extent of the image features you can implement into a Salesforce flow? We’ve completed more than 600 implementations on top of Salesforce, for photo use cases which, more often than not, are using flows. We are The post Beyond Text: Exploring Image Use Cases in Salesforce Flows appeared first on Automation Champion ..read more
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Automatically Remove Unqualified Leads from Sales Engagement Cadence
Automation Champion
by Rakesh Gupta
4M ago
Last Updated on November 21, 2023 by Rakesh Gupta Big Idea or Enduring Question: How do you automatically remove leads from a Sales Engagement Cadence when reps change their status to Unqualified? Objectives: After reading this blog, you’ll be able to: Work with the ActionCadenceTracker object to find out about The post Automatically Remove Unqualified Leads from Sales Engagement Cadence appeared first on Automation Champion ..read more
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The Shield of Security: Preventing Data Downloads with Data Classification
Automation Champion
by Rakesh Gupta
4M ago
Last Updated on November 14, 2023 by Rakesh Gupta Big Idea or Enduring Question: How can you prevent the downloading of critical data through reports?  Objectives: After reading this blog, you’ll be able to: Understand Data Classification Set up Data Classification for Fields  Understand Transaction Security Create a Transaction Security The post The Shield of Security: Preventing Data Downloads with Data Classification appeared first on Automation Champion ..read more
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