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.
Category Salesforce
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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…
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…
How to Export files & Attachment from Salesforce?
In this video, we are going to learn how to export the Notes, Attachments, and Files from Salesforce Org to your Local machine.
What are Winter 22 Sneak Peek for Salesforce Flows?
In this blog post, we will talk about the sneak peek of Salesforce Flows ( the features which will be coming in 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…
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…
