Salesforce.com-Tips and Tricks
In this blog post, we’ll delve into the steps to establish Salesforce Flow Automation for email notifications within Salesforce. Automating email alerts for lead status changes is a powerful way to leverage Salesforce’s automation features. Whether you’re a Salesforce administrator or a sales manager aiming to boost your team’s productivity, this guide offers essential insights… Read More »
In this blog post, we will explore the topic of sending/send email notification on the creation of a duplicate record. The article will walk you through the steps of identifying duplicates by matching email addresses, removing the newly generated duplicate records in Salesforce, and finally, triggering an email alert to the designated email address. Send… Read More »
This blog will discuss how a user can create a Quote Template in Salesforce. Below are the steps to create a Quote Template in Salesforce: – Firstly, log in to your Salesforce Org. Secondly, go to Setup and Enter Templates in the Quick Find Box. In addition, click on “Quote Templates” in the Lightning Experience.… Read More »
In this blog, we will discuss how to use an Email Template in Standard Salesforce Flow, you need to go through two steps which are as follows. Create Email Template Email-Template After creating an “Email Template”, we can use it to create an Email Alert to use it in the flow. Create Email Alert We… Read More »