SFDCPanther

WHAT ARE THE DIFFERENT TYPES OF NEW CRM REPORTS IN SALESFORCE?

Introduction Reporting faculties are one of the most valuable features of consumer courting control (CRM) solutions, giving groups an outline of their business performance. CRM reviews assist organizations’ music development in the direction of their dreams, identify troubles speedily, perform more effectively, and promote smarter. The most critical of these reports consist of income pipelines,…

How to develop Lightning DataTable for Salesforce flows

Hello #Trailblazers, Welcome back to SFDCPanther and wish you a very happy new year 2022. In this blog post, we will learn how to develop a lightning datatable for Salesforce Lightning Flow Builder. We know that we can not directly develop the Lightning DataTable for Salesforce flow. So I have developed a lightning web component that can be used inside a flow and will work dynamically for any…

How to Learn Salesforce Flow with Scenario?

Hello #Trailblazers, Welcome back and in this blog post, we will discuss three different scenarios related to flow. So let’s start. Complete Code You can get access to all the flow Here Before We start Before we actually start talking about the salesforce let’s talk about when to use which flow. Flow Scenario 1 – Create a Screen Flow to Display the Input screens for Creating Student…

How to generate Signature using LWC?

Hello #Trailblazer, In this blog post, we will learn how to capture the signature using Salesforce LWC Component. Capturing the signature is very important these days as most of the time business is dealing with the Direct customers like you and me. For example, you are working for a company that is installing the solar system to the customers. So after installing the solar system they would…

How to use Sub-Flow in Salesforce?

Flow Element: Subflow Launch another flow that’s available in your org. A flow that is launched by another flow is called the referenced flow. Usage Flow Builder doesn’t display descriptions for input and output values. For details about each variable in the referenced flow, ask the admin who built the flow for more information. At run time, the flow calls the active version of each…

How to use Update Records in Salesforce Flows ?

Hello #Trailblazers, Welcome to Salesforce Flow Builder Series. Here in this video, we will talk about how to update the records in Salesforce flow without writing a single line of code. Update Records Identify Salesforce records to update, and set the values to change in those records. To do so, use the IDs and field values stored in a record variable or record collection variable, or use…

How to upload the files to S3 using Salesforce Apex ?

Hello #Trailblazers, Welcome back. In this blog post, we will learn how to upload a file to Amazon S3 using Salesforce Apex. Sending the files to Amazon S3 is always a difficult task because of Amazon Authentication which is complex. The Problem Statement As a Salesforce Developer you need to upload all the files which gets uploaded under any Account to Amazon S3 using Salesforce Apex…

How to Integrate Salesforce with Xero

Hi #Trailblazers, Welcome to my blog. In this blog post, we will learn how to integrate Salesforce with Xero. Whenever we talk about integration, the very important thing is how securely connect to the third party system and then make the communication secure. You can use below link to know all about Xero Authentication. Note: – Xero Uses OAuth 2.0 and OAuth 1.0 for authentication and we will…

The power of loop element in Salesforce flows

Hello #Trailblazers, In this blog post, we will lean how to use for loop in salesforce flows and what are the significant use case of using a for loop. We will also see how the Loop Element works in Salesforce Flows. The Problem Statement The use case which we are going to solve here is, as a business user you must be able to see the contact record details inside the Account detail page and at…

How to mass update Knowledge Article in Salesforce?

Hello #Trailblazers, Welcome back, in this video we will talk about how to mass update articles in Salesforce using Apex. Problem The problem is sometimes the salesforce admin publish the Salesforce Knowledge Articles without making it available to the customers or guest users for Salesforce Community. Now, if admin wants to check “Visible in Public Knowledge Base” checkbox for multiple…

How to import files to Salesforce?

Hello #Trailblazers, In our previous blog, we talked about how to import the files and notes from Salesforce org. Now, once the import is complete it’s time to export those to another related or unrelated salesforce org. From the previous post here is how your folder will be looking like ContentVersion folder will contain all the files, notes, & document content which needs to…

How to Export files & Attachment from Salesforce?

Hello #Trailblazers, In this video, we are going to learn how to export the Notes, Attachments, and Files from Salesforce Org to your Local machine. Why extract data from Salesforce? To backup your data.So you can integrate with a third-party system.You need the data in spreadsheet format for reporting purposes. Files in Salesforce Export Required Data To Export the data we need to follow…

What are Winter 22 Sneak Peek for Salesforce Flows?

Hello #Trailblazers, In this blog post, we will talk about the sneak peek of Salesforce Flows ( the features which will be coming in Winter 22 release ) 1 – Subflow for Record Trigger Flow Record triggered flows now has the capability to call the sub-flow that means you can put the complex logic in multiple small flows 2 – Record-Trigger Start element New Changes After the winter 22 release,…

How to Setup Salesforce Escalation Rules with Tips & Tricks?

Escalation Rules Escalation rules automatically escalate cases when the case meets the criteria defined in the rule entry. You can create rule entries, which define criteria for escalating a case, and escalation actions, which define what happens when a case escalates. Setup Required Resources ( Optional ) If you wanted to assign your case to a Queue then you need to create a Queue for Case…

How to Setup & Use Case Auto-Response Rules

Auto-Response Rules Auto-response rules let you automatically send email responses to lead or case submissions based on the record’s attributes. For example, you can send an automatic reply to customers to let them know someone at your company received their inquiry. Create auto-response rules for leads captured through a Web-to-Lead form and for cases submitted through a: Self-Service…

How to use Macros in Salesforce?

 A macro is a set of instructions that tells the system how to complete a task. When a user runs a macro, the system performs each instruction. Macros help your team save time and add consistency. You can create macros to perform multiple actions. For example, a macro can enter the subject line of an email and update the case status. A single macro can perform multiple actions on different parts…

How to Setup QuickText in Salesforce?

QuickText is used to Save time for the user and increase the standard of messaging in Salesforce. With the help of QuickText we can save time while chatting, sending email, logging a call, working with knowledge articles. An admin can setup the QuickText for the reusable messages like greetings, answers to common questions, and short notes. Enable Quick Text If you’re using Lightning…