How & What: Salesforce Duplicate Data Management

Maintaining accurate, clean data is one of the most critical things you can do to get the most out of Salesforce. It builds the trust of your team and helps you work toward complying with various data security and privacy laws. Manage Duplicates Salesforce finds and handles duplicates using a combination of matching rules and duplicate rules. Duplicate rules and...
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How & What: Salesforce Platform Events (Part 2)

In our last blog post, we’ve explained what Platform Events are and how to publish them in Salesforce. In this post, we’ll be talking about Subscribing/Listening to the Platform Events to be notified of the latest news. You can receive event notifications via Apex triggers, process builder, and visual flows. Subscribe with Apex Triggers Apex Triggers receive event notifications from...
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Salesforce Lightning Flow

What is Lightning Flow? Lightning Flow is a new Lightning Platform service that empowers any business to create and extend the power of process automation to any customer or employee experience. With Lightning Flow, you can create guided, visual processes with Lightning components and easily add them to a record, app, portal, and console. Wait, I think I know Visual...
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How & What: Salesforce Path

One of the main concerns of Salespersons or anyone using Salesforce is not having a complete picture of what stage a lead/opportunity/order/case is in the business process and what needs to be done at different stages to progress it further. A standard page layout doesn’t have the provision to be able to highlight this information in a cleaner way. This...
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