Arrify Blog

The latest article, news, Tips, Tricks, Offerings and Guide related to Salesforce and Wordpress
May 17, 2024
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
May 6, 2024
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 far […]

Read More
April 19, 2024
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
April 5, 2024
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.

Read More
March 15, 2024
How to Create Classic Email Templates Salesforce in 10 min

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 […]

Read More
March 1, 2024
Record Types In Salesforce - Revolutionize Your Salesforce Experience in 10 min

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 […]

Read More
February 16, 2024
Controlling Field in Salesforce - Best Practices & Techniques in 10 min

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 […]

Read More
February 2, 2024
Global Picklist in Salesforce - Eliminate Data Headaches in 7 min

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 […]

Read More
January 19, 2024
Address Fields in Salesforce - How to Create and Manage

Introduction In Salesforce, the standard address field is a compound field that allows you to store and manage address information for records. It is called the "Address" field type and is commonly used in various standard and custom objects. The Address field in Salesforce is a combination of multiple sub-fields that together represent a complete […]

Read More
January 5, 2024
Top 5 Unexpected Salesforce Developer Cost - Save Your Budget Before It's Too Late

Salesforce is a powerful tool businesses use to keep track of their customers and sales. It's very flexible, which means it can do a lot of things, but setting it up just right for your business can sometimes be tricky and expensive. When you need to hire people who are experts in Salesforce to help […]

Read More
1 2 3 9