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What is Salesforce Flow, and how does it differ from Workflow Rules and Process Builder? Answer: Salesforce Flow is an automation tool that allows you to create custom, code-like logic to automate business processes in Salesforce. Unlike Workflow Rules and Process Builder, Flow provides more flexibility and can handle complex, multi-step processes. Can you explain the main components of a Flow…

Q1: What is Salesforce Lightning? A1: Salesforce Lightning is a component-based framework and user interface (UI) framework provided by Salesforce. It allows developers to build dynamic and responsive web applications and mobile apps with a modern user experience. Q2: What are the key differences between Salesforce Classic and Salesforce Lightning? A2: The key differences between Salesforce…

For Customer Community user, we need to follow below steps. Step 1 : Create Contact in Salesforce and associate account. Step 2: Account owner must have a role in the org. Step 3: Change to classic view and Go to manage external user tab. Step 4: Enable customer user. Step 5: Assign User license and Profile. Step 6: You will get a welcome mail as you configured in the community set…

Creating and Deploying Packages in Salesforce

1.     Create the Package Click on Setup > Create > Packages Most likely, your package type allowed will be ‘unmanaged only’, which is fine unless you plan on releasing full blown applications to market on the AppExchange. If you are planning on developing an App to sell and distribute on the AppExchange (even for free), you’ll want to consult the Understanding Packages page on the Salesforce…

Overview Lightning flows (or simply flows) help you automate complex business processes and manual data entry. Flows let you work smarter, not harder, by saving your users time and making sure the required tasks are accomplished correctly. As a Salesforce admin, flows are one of the most powerful tools in your toolbelt — when set up properly, flows make you look like a rockstar to your sales…

Follow the below steps to set-up Pardot sandbox. Step 1: Install Pardot manage Package using below link. https://pardot-appexchange.herokuapp.com/ Select sandbox if you are installing for sandbox org. You will get an email once installation has been completed. Check in quick find “Installed Packages” . Pardot Package should be installed there. Step 2: Go to manage Connected App. Click on…

A connected app is a framework that enables an external application to integrate with Salesforce using APIs and standard protocols, such as SAML, OAuth, and OpenID Connect. Connected apps use these protocols to authenticate, authorize, and provide single sign-on (SSO) for external apps. The external apps that are integrated with Salesforce can run on the customer success platform, other…