Automation Champion
Automating Salesforce One Click at a Time
Dynamic Highlights Panel: Conditional Field Visibility for Enhanced Focus
Big Idea or Enduring Question: How can you dynamically display or hide fields in the Highlights Panel based on specific criteria? Objectives: After reading this blog, you’ll be able to: Understand the Highlights Panel and its functionality. Explore the newly introduced Dynamic Highlights Panel. Set up and configure the Dynamic
Salesforce Winter’25 Release Quick Summary
Currently, the Winter’25 release is available under the pre-release program. On the 30th of August 2024, Sandboxes will be upgraded, and as a result, your organization will get the look and feel of the Winter’25 release. In this release, there are numerous fresh features and improvements encompassing various areas. These include
Instant Data Collection in Salesforce with Web Forms for Nonprofits
Big Idea or Enduring Question: When nonprofit organizations need to quickly collect information from donors, members, or partners, they use web forms that integrate directly into Salesforce. If you want to do the same, you need to consider whether you want tailor-made web forms for your specific Salesforce project or
Elevate Your Screen Flows with a Customizable Counter Component
Big Idea or Enduring Question: How can I build a counter component that elevates user experience for adding or removing numbers in Salesforce Screen Flows? Objectives: After reading this blog, you’ll be able to: Create a custom counter component using Lightning Web Components for Screen Flows Add and configure your
Dynamic Progress Bar for Form Completion in Salesforce Flow
Big Idea or Enduring Question: How can I display a progress path in a Screen Flow to indicate the progress of a form? Objectives: After reading this blog, you’ll be able to: Create a Lightning Web Component to show a progress path in Screen Flow Add and configure a custom
How to Pass Salesforce Data Cloud Consultant Certification Exam
As a newly minted Salesforce Certified Data Cloud Consultant, I am sharing my study experiences with you and want you to be the next one to ace it! So, get ready and dive in! As you are here, you may want to check out the following articles: How to Pass
Emerging Trends in Salesforce Testing: What Changes to Expect?
In today’s competitive world, staying ahead isn’t just a goal—it’s a must. Thankfully, Salesforce is here to help! Every Salesforce new release includes a variety of tools and features to make daily workflows smoother and more efficient. As Salesforce adds additional functionality and spreads to new fields of the business,
Extend Salesforce Health Cloud: Patient Intake Forms
Big Idea or Enduring Question: How can I integrate my patient intake processes with Salesforce Health Cloud despite limitations in Salesforce’s native document generation, forms, and e-signature capabilities? Objectives: After reading this blog, you will be able to understand how to implement patient intake forms with the power of Salesforce.
COMMENTS
Here’s a quick example: 1. Criteria #1: If State = California, assign to Stacy 2. Criteria #2: If Country = United Kingdom, assign to Ben 3. Criteria #3: If Country = France, assign to Lucy 4. Criteria #4: If Annual …
Assignment rules automate your organization’s lead generation and support processes. Use lead assignment rules to specify how leads are assigned to users or queues. Use case …
The goal is to force them to always run as we have a formula field that is used to determine when the lead assignment rule should and should not run. The …
The first rule that "hits" is selected (like in approval processes), make sure your "Unassigned" is listed as last option. Are you ticking the checkbox "assign using active …
Assignment rules automate your organization’s lead generation and support processes. Use lead assignment rules to specify how leads are assigned to users or queues. Use case …
How do you run the lead assignment rule from the Salesforce flow? Lead assignment rules allow us to automatically assign Leads to the appropriate queue or user. A Lead assignment rule consists of multiple rule …
By following the below steps, every time a user creates a case/lead when a specific record type is selected, the 'Assign using active assignment rules' will be enabled by default …
Also known as lead assignment, lead routing is an automated process of distributing inbound leads to the department or sales rep best-equipped to handle that lead. More sophisticated …