Refreshing Sandbox Salesforce is like restarting your development environment. It's an important process that maintains the unity of your development and testing environments with your production organization, providing you with a blank canvas. Sandboxes provide a secure environment for testing new features, solving bugs or trying out new options without risking your actual data. What is […]
What is the Utility Bar in Salesforce? The Utility Bar in Salesforce is the new and more responsive global context bar located at the lower part of the interface in the Lighting It helps to make the access of the tools, actions and shortcuts easy. As such, the particular tool is designed to enable the […]
A Junction Object in Salesforce is a custom object with two master-detail relationships, each linking to a different object. Junction objects are used to model many-to-many relationships between two objects, allowing for the association of multiple records from one object with multiple records from another object. When to Use Junction Objects Junction objects are particularly […]
What is Salesforce Lightning Email Templates? A Lightning Email Templates in Salesforce Salesforce is a template that users may use to construct customised emails that they can send to contacts, accounts, or potential customers (leads) on the Salesforce platform. These templates are created with the Salesforce Lightning Experience interface, which offers a system that operates […]
For Salesforce email automation, we will use A Scheduled trigger Flow. It is an automated process that runs in the background at a specified time and frequency, such as daily, weekly or once. This process is designed to perform actions on a batch of records, which can save time and reduce the risk of manual […]
The Email action in Salesforce lets you send emails from flow within Salesforce. It is usually activated by a Flow. This allows you to send an email using an email template and attach files or specify recipients dynamically, depending on your needs.
A Classic Email Templates Salesforce is a traditional design layout commonly used for emails. It usually follows a clear and uncomplicated structure, with specific sections designated for the header, body and footer. These templates are versatile and can be used for various purposes such as newsletters, promotions, announcements, and transactions. Introduction to Email Templates in […]
Record Types are a metadata configuration in Salesforce that allows you to create multiple "types" of records within the same object. Check out more about Salesforce Objects Each Record Type can have its own set of picklist values, page layouts, assignment rules, validation rules, and other customizations. This allows you to manage different data categories […]
Controlling field in Salesforce, is a field that determines the behavior, visibility, or values of other fields on the same object or related objects. It acts as a guiding force, influencing the data entry process and ensuring consistency and accuracy across various aspects of your Salesforce org. By leveraging these fields, you can tailor the […]
What are Global Picklist in Salesforce? Benefits of Using Global Picklist Standardized Data Entry Global picklists enforce consistent data entry by providing a pre-defined set of values to choose from. - This eliminates the risk of typos, misspellings, or inconsistent abbreviations, which can lead to data quality issues. By ensuring that everyone is selecting values […]
