Friday, 30 October 2020

Find Changed Deals at a Glance

 Opportunity deal change highlights help your sales team prioritize work by showing recent changes to amounts and close dates. 

You can update opportunity settings as shown below.



One done then you can view the changed details as shown below from list view.




Friday, 29 May 2020

In-App Guidance Builder

We can add prompts and walk through with the help of In-App Guidance Builder.



We can specify Title, body, action button label and URL.


Please specify schedule and Date Range.



Prompt will be displayed on home page.


Friday, 10 January 2020

Flow Builder features in Springʻ20 Release

Salesforce has come with excellent Flow builder features in Springʻ20 release.

Flow Builder features in Springʻ20 Release:-

Before-Save Update :-  We can use before-save updates in flows to update fields on new or changed records. Before Save updates in records are much faster in flows than any other record - triggered updates. Its processes faster in flows because the records does not get saved in database again. Avoiding that extra save procedure means skipping another round of assignment rules, auto-response rules, workflow rules, and other customizations that take time to execute.

A flow that makes before - save update is similar to before trigger. In a save procedure, before-save updates in flows are executed immediately prior to Apex before triggers. You can even avoid the limit for maximum CPU time on the Salesforce servers by replacing Apex code and record-change processes with before-save updates in flows. However, sometimes you need to use a record-change process or an Apex after trigger to:


  • Access field values that are set only after the record is saved, such as the Last Modified Date field or the ID of the new record.
  • Create or update related records.
  • Perform actions other than updating the record that launches the flow.

Create an autolaunched flow and open the Start element. For What Launches the Flow, select New or updated records—flow makes fast field updates.


For a flow that makes before-save updates, the Flow Builder toolbox offers only four elements: Assignment, Decision, Get Records, and Loop.


In the flow, the $Record global variable contains the record values. Use an Assignment element to update those values, and let Salesforce handle the rest. You don’t even have to create any variables or add an Update Records element to your flow.