Explore the latest insights from our experts

Automation

Salesforce Screen Flow: From Basics to Deployment

Salesforce Screen Flows provide a structured way for users to complete tasks. They present a series of screens that prompt...

22 Apr 2025 | 11 min read

Guides • Automation

How to Mass Update Records in Salesforce – a complete guide

Salesforce is a great platform that covers a huge array of corporate processes and provides a great user interface to...

April 17, 2025 | 14 min read

Data Management • Automation

Best Salesforce Data Loader Tools: Pros, Cons & Features

Salesforce data loaders have evolved significantly since their onset , making it crucial for users to evaluate and select the...

March 20, 2025 | 14 min read

Automation

Mass Emails in Salesforce: Limits, Tools, and Best Practice

Salesforce mass emailing lets you send automated, personalized messages to a large audience. Sending bulk emails and automating outreach increases...

06 Mar 2025 | 13 min read

Automation

Where to Find and Configure Email Alerts in Salesforce Flows

Email alerts in Salesforce Flows are powerful tools for automating notifications and improving efficiency in business processes. By sending timely,...

18 Dec 2024 | 5 min read

Automation

Enhancing Salesforce RecordAlertsWrapper with Additional Field

The RecordAlertsWrapper in Salesforce is a custom Apex wrapper class designed to encapsulate and manage alert-related information for records. It...

12 Dec 2024 | 5 min read

Automation

Using Salesforce SOQL Datatable with Click-to-Call Functionality

The Salesforce SOQL Datatable is a powerful tool for displaying Salesforce data in a dynamic, interactive table using SOQL queries....

02 Dec 2024 | 4 min read

Automation • How-To

How to Create Custom Metadata in Salesforce Flow: Quick Guide

Custom metadata makes handling data in Salesforce easier and more efficient, especially when paired with Salesforce Flow. This guide walks...

25 Nov 2024 | 5 min read

How-To • Automation

How to mass import Leads to Salesforce from a spreadsheet

Importing leads into Salesforce is vital for any sales team, whether you’re transferring data from another platform or adding new...

28 Oct 2024 | 9 min read

How-To • Automation

How to Streamline Salesforce notifications from a Google Sheets?

Salesforce excels at managing customer relationships and workflows, but handling notifications can get complicated, especially with flows. There is also...

10 Oct 2024 | 6 min read

Automation • Data Management

Automate Salesforce data operations in Excel with a button click

The ability to manage and automate Salesforce data directly from Excel is a game-changer integration that many admins consider indispensable...

04 Oct 2024 | 5 min read

How-To • Automation

How to set up and automate Salesforce Record alerts?

Tracking your data and record changes is crucial for making quick, informed decisions. It’s essential to monitor data and keep...

08 Jul 2024 | 9 min read