Harshita Sahoo

As we know, Process Builder is an automated tool that allows us to control the order of actions or evaluate the criteria for any record. Basically, It has eleven actions associated with it: Apex, Create Records, Email Alert, Flow, Post to Chatter, Processes, Quick Action, Quip, Send Custom Notifications, Submit for Approval, Updates Records. As Salesforce has provided us many Automations and Email alerts so with these features, we can easily notify our customers through email. Let's take one example -  Automatic an email sent to the customers on their account creation. Step 1 -   Now, from Set-up search “Classic Email Template” and Click “New Template”. Step 2 - Fill all details to create an “Email Template” for notification. Step 3 - Just create one Email Alert by using that email template which you have created for a notification email to customers. Step 4 - Now goto set up and search Process Builder in the Quick find box and select it. Then click on the “New Process” butt...

As we all know that Salesforce has introduced us to many automation tools which automate our business processes with Process Builder, Workflow, Approvals, and Flows. In Salesforce functionality, every tool comes with its own specification and features. “Flow”, is one of the types of Automation tools in Salesforce. Flow is a tool that automates complex business processes. Basically, it is the declarative interface used to create different types of flows. Previously, we used the Process Builder to automate any business process but as the flow has defined its additional features so it supports mostly all same functions. Example:- Let’s take a simple example of flows – Creating a new Lead with four field input form that we will later add to our Home page. Step 1 . Quick Lead (build with Flow Builder) From Setup, enter Flows in the Quick Find box, then select Flows, and then click New Flow. Step 2: From the Palette on the left, drag the Screen element to space on the right (the canvas). Ste...

In Salesforce, Dynamic form is one of the features in the UI enhancements roadmap in Admin and Lightning keynotes. Basically,  this is going to be a game-changing feature that will give admins and consultants the ability to have control over the record pages and page layout. Now, you can directly customize sections and fields of the page as per the business requirements. Let’s take an example as Show a particular field or section when a picklist field has a certain value. Enable your Dynamic Form From Setup, enter the Record in the Quick Find box, and then click “Record Page Settings” In the Dynamic Forms section, flip the switch to the “On” & click on the “Save” button. Steps to customize section and field through Dynamic form Step 1 - Firstly, go to any of your custom objects then open/create any record and from the gear icon click “Edit object” & you will find a page layout (dynamic form) in Lightning App Builder from Fields(next to component) tool. Step 2 - Now, from...