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Practical takes on automation, dev, and growing without the bloat.

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Salesforce Flow Trigger Explorer – Find & Manage Triggers Quickly

Introduction Introducing Flow Trigger Explorer, a powerful tool for managing your record-triggered flows with enhanced visual and interactive capabilities. Unlike the standard Flows list view, Flow Trigger Explorer offers a more intuitive interface for seamless management. With Flow Trigger Explorer, effortlessly select an object and instantly access a comprehensive overview of all associated flows triggered … Read more

Salesforce Admin, Automating Salesforce, Salesforce Basic

Salesforce Change Set : A Complete Guide

Salesforce is one of the most powerful customer relationship management (CRM) platforms. But, as you build and customize Salesforce for your business, you may need to move changes from one Salesforce org to another. This is where Salesforce Change Set come in. In this guide, we’ll explain everything you need to know to use Salesforce … Read more

Featured Image Salesforce Sandbox Template

Salesforce Admin, Business User

What is Salesforce Sandbox Template?

One important tool that helps to simplify the process of creating sandboxes is the Salesforce Sandbox Template. This template lets you choose the exact configurations, data, and settings that you want to include when creating a sandbox. A well-designed template makes sure your sandbox is set up quickly and the same way each time. In … Read more

Salesforce Basic, Getting Started with Salesforce, Optimizing Salesforce

Learn skill to get a Salesforce developer job in 1 Week

Overview of Salesforce developer role Salesforce developers are responsible for designing, developing, and maintaining custom applications and solutions on the Salesforce platform. They work with the Salesforce platform to automate business processes, create custom user interfaces, and integrate with external systems. They also work with the Apex programming language, Visualforce, and the Salesforce Lightning framework … Read more

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How to Refresh Salesforce Sandbox: A Step-by-Step Guide

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 … Read more

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Utility Bars in Salesforce: Add, Create, and Manage

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 … Read more

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Ultimate Guide to Junction Object in Salesforce – 5 Key Steps

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 … Read more

Automating Salesforce, Business User

Salesforce lightning email templates – 101 Guide

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 … Read more

Automating Salesforce

Salesforce email automation – DIY within 20 minutes

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 … Read more

Automating Salesforce, Business User, Salesforce Basic, Salesforce Customization

Email Automation via Email Action Salesforce within 5 min

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.

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