Data Import Wizard

Data sources in any program that can save data in the comma delimited text format (.csv) can be imported into Salesforce. This article discusses how to import data into salesforce using the Data Import Wizard. Salesforce offers two main methods for importing data.   Data Import Wizard This lets you import data in common standard…

Mail Merge

Mail merge is a feature offered by Salesforce to send personalized documents to contacts, leads etc. The content is predefined so as to include the items to be customized by merging corresponding fields in salesforce. Merge fields are used to create dynamic document for each salesforce record to which the email is intended to send.…

Approval Process

Approval Process is the way to automate Salesforce records approved in the org. When we create an approval process we should Specify the criteria for a record to be approved and who should approve it. Specify the actions once a record is approved or rejected. For eg. Update fields on a record detail page if…

Platform Event Triggered Flow

Flows can be subscribed to platform event messages. When platform event messages published through Apex, APIs, flows, and other processes are received, the Platform event triggered flow will be launched. What are platform events? Read more about platform events Platform Events Developer Guide | Salesforce Developers Custom platform events We can define a custom platform…

Salesforce Genie

  Salesforce Genie is a real time data platform which unifies customer data coming from all channels into a unified customer profile. Fetching data in real time helps companies to anticipate customer needs in the moment and offer personalized services. Genie makes Salesforce Customer 360, the world’s first real-time CRM.   Genie is the integration…

Screen flow

Unlike Auto launched flows like Record Trigger flow, screen flows are not automatically triggered. It is a type of flow which needs user intervention. We can Configure the header and footer on the screen by adding/deleting buttons. Components and Fields Read more about Flow screen components here Provided Flow Screen Components (salesforce.com) Validate User Input…

Einstein Activity Capture

Einstein Activity Capture is a productivity-boosting tool that helps keep data between Salesforce and email and calendar applications up to date. This feature focuses on three types of data—emails, events, and contacts.   Emails Emails that EAC users send and receive are captured and automatically added to the activity timeline of related account, contact, lead,…