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…
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…
For Example, you are having customer data in an MySQL server out of your Salesforce Environment then MySQL is the External Data source and the tables inside external data source are known as External Objects
Hi Everyone, In this blog post, we will see how we can convert Attachments to Files using Apex Code. As we know that salesforce is using Lightning Environment and Attachments will be deprecated in near future. So, Converting the attachment…
Hi #Ohana, In this post, We will learn all about Sharing Rules. Sharing Rules are used to open up the access to Salesforce Record on top of OWD and Role Hierarchy. Sharing rules only work if the OWD for the…
Salesforce | Roll-Up Summary using Flow What is a Roll-Up Summary field? A roll-up summary is a field that calculates values from related records. For example, you can calculate the average number of closed opportunities, or the average amount of…
Managing duplicate is an ongoing problem Salesforce administrators are dealing with on a daily basis and as the volume of data grows, this problem only worsens. This is why Salesforce administrators are always on the lookout for new methods and…
