Tag: Complex Processes

Salesforce Flows – What You Need to Know
Businesses strive to grow bigger and better, but the amount of complex processes becomes trickier to manage without a reliable system that can streamline multiple core functions. The good news is that tools like Salesforce Flow enable businesses to integrate solutions that make sense of all the intricacies of business processes as they automate manual data entry.

With that in mind, Salesforce Flows make it easier for your company to enhance productivity and performance as it encourages teams to work smarter, instead of wasting resources on mundane tasks that serve as a bottleneck to your overall progress. By automating repetitive tasks, your employees can become more efficient and maximize their time in more ways than one.

What Exactly is a Flow in Salesforce?

Also known as lightning flows or simply flows, it describes an application that automates different business processes using clicks instead of relying solely on code. This simplifies the UI and makes the system easier to implement, empowering users to handle different requirements that anyone can understand and follow.

Don’t forget to check out: A Brief Guide on Workflow Rules in Salesforce

Some of the basic Flow features that can elevate your productivity include the following:
- Manager Tab, where you keep your resources such as variables, collections, constants, formulae, or choices; Elements Tab, which is where you can create new resources, interactions, logic, and other data elements you’re working on within a project. As for the interaction button, you can access different sub-elements like the screen, action, or subflow.
What Makes Salesforce Flow Beneficial to Your Business?

Salesforce Flow is not an end-all-be-all solution for all business needs, but it can offer solutions that demand automation, particularly in tasks that involve collecting data from multiple sources. To that end, here are some of the reasons you might want to integrate Salesforce Flow into your system.

Salesforce Flow enables you to create, edit, and assess any type of data you want to add to a given flow. You have full control over the contents, so you can add or delete as you go, plus you can also send data without having to relate the document to other relevant records. Additionally, Salesforce Flow makes it easy to edit important information and update the entire record without compromising the rest of the workflow.

The Bottom Line: The Potential of Salesforce Flow in Boosting Your Business Efficiency

Salesforce Flow can transform your performance by streamlining complex business processes in a few clicks of a button. Flow is one of the most powerful automation tools by Salesforce and can benefit different companies by simplifying different day-to-day tasks, but the best part is its user-friendliness, which makes it easy to use and analyze.

Check out another amazing blog by Apphienz here: Top Sales Cloud Features From The Salesforce Winter ’22 Release

How Can Apphienz Help You?

Whether you’re shifting to a Salesforce-managed service or you’re looking into enhancing your capabilities with the platform, Apphienz is here to help you.

We are a Salesforce consulting partner that provides clients with support in maintaining their Salesforce Instance and guides them in developing new applications through consultation and training. If you want to learn more about how we can help you, connect with us today!
January 5, 2022
5 Groundbreaking Features Exclusive to Salesforce Lightning Experience

With Salesforce stopping to make enhancements to Salesforce Classic, companies have started moving to Salesforce Lightning Experience. However, migrating from Salesforce Classic to Salesforce Lightning Experience is not easy for companies with numerous users who have their day-to-day work dependent on the platform. But despite the difficulty, the functionality gained is worth the investment. It’s not just a beautiful user interface — it also improves how Salesforce users work and make decisions for the company.

What makes Salesforce Lightning migration more exciting are features that are exclusive to Lightning Experience only. This makes it more important for the Classic users to switch over to Lightning and get the most of these amazing features. Here we have listed five features that are only a small taste of the improved efficiency and enhanced functionality Salesforce customers can gain with Lightning Experience.

1. Salesforce Lightning Kanban View

The feature of Kanban view is exclusive to Salesforce Lightning Experience. It has successfully become a staple for many Salesforce users. For users who work on Salesforce daily, the Kanban view has become like a workspace, instead of just being a specific view within Salesforce records organized through filters selected by users.

When Salesforce users open the opportunity list view, they can view active sales opportunities on a Kanban board, which are organized by stage in the pipeline. This view shows users all the opportunities within a filter. This helps Salesforce users to get a clear view of the sales pipeline, making them aware of the stage at which they are in the sales process.

Don’t forget to check out: How to Get Current Record Id in Lightning Web Component | Salesforce Developer Guide

2. Salesforce Lightning Dialer

To manage a high-volume call center or communication of the team members with customers and prospects on the telephone, managers need to know information about the calls. Ideally, this kind of information is pulled into Salesforce Classic in real-time.

Wouldn’t it be more exciting if the phone functionality existed in Salesforce? Salesforce Lightning Experience comes with Lightning Dialer that helps to reduce clicks and save precious time of call center agents time. It is made possible by connecting the Salesforce user interface with telephony systems. This helpful Salesforce phone solution helps to streamline calls and also captures the key performance indicators.

3. Email Integration for Salesforce Lightning Experience

Now the users can work on a single interface without flipping back and forth between email and the Salesforce platform. With Salesforce Lightning, email integrations have become easier than ever before. Users can easily use email integration for Microsoft Outlook or Gmail to bring all Salesforce data, call logging, and task management into email user interfaces. It enhanced user efficiency allowing them to work directly from Outlook or Gmail, with all the data they need from Salesforce.

4. Salesforce Lightning Paths

Teams working on Salesforce often need guidance when they are working on complicated opportunities or other objects that have complex processes. Salesforce Lightning Paths is an exclusive feature, which offers guidance to users to work on a sales opportunity. The feature helps Salesforce users to go through complex sales processes by providing the needed guidance. That is how it prompts them to move through predetermined steps on Salesforce.

Check out another amazing blog by 360 Degree Cloud here: 4 Features That Make Salesforce Pardot Great for B2B Marketing

5. Salesforce Experience Cloud Communities

Salesforce Experience Cloud has now become the official name for Salesforce communities. It includes the strategic tools used by companies to connect with partners and customers through shared portals on the Salesforce platform. Salesforce Lightning Experience makes it easier to create community portals and implement, brand, and maintain them.

The feature offers a powerful drag-and-drop interface, allowing Salesforce users to add new functionality and content to the platform. Salesforce Experience Cloud also made it easier to create beautiful communities easier than ever by providing inbuilt templates.

Uncover Next Generation Salesforce Capabilities with Lightning Experience

Salesforce Lightning Experience offers features and tools to increase efficiency with Salesforce. With all the above-mentioned exclusive features, it’s recommended for Salesforce users to switch from Salesforce Classic to Lightning Experience. And for that, the best way is to seek help from certified Salesforce consulting partners with the knowledge and resources you need to move to Salesforce Lightning.

May 20, 2021
Salesforce Connect – Quick Start | Apex Developer Guide

Salesforce Connect is a cloud integration service that has a game-changing performance in the world of Salesforce. As with the help of this service, you can easily access any of your backend systems from Salesforce.org. I’m sure you’ve sensed the smell of relief so far. Let us deeply understand Salesforce Connect and what it does.

Imagine you’ve got a company that deals with multiple complex processes daily. Now, what would you do if you want to access all the data from your ERP to your new Salesforce org? In such a case, getting all your data via copy/paste or extracting will be overwhelming and time-consuming. Using methods like creating custom codes or taking the help of dynamic links will require many brains. Moreover, any of these methods will not allow you to access real-time updates, as well.

To deal with these dizzy issues, Salesforce Connect can save you. Salesforce Connect is a framework that acts as a bridge to connect Salesforce ERP to any foreign databases. With this, not only would you access any data but also modify or append data in real-time.

Before deep-diving any further, let us see why Salesforce Connect is a must-have requirement for you and your business.

● You frequently need to access a small amount of data from time to time.

● You continuously monitor the real-time entries in databases like an ERP.

● You’ve got extensive bulky data that will require a tonne of time to export in your Salesforce org.

Don’t forget to check out: Custom Unsubscribe Cloud Page in Salesforce Marketing Cloud

How Does It Work?

In this framework, external objects are used throughout the process. These external objects efficiently map out every external database entity that can be called out via external web service callouts.

Till now, you might’ve got an overall idea of what external objects are. They are just like custom objects that come with unique abilities and functions. These functions also create some advantages while having some limitations as well.

Given below are some of the functions and limitations of external objects.

● You can READ the data.

● You can WRITE the data but up to an extent.

● Data is NOT STORED in your Salesforce org account.

● You CAN’T SHARE the data.

● You can use TABS and LAYOUTS.

● You can ACCESS to reports and analytics up to an extent.

For connecting the link with external data, Salesforce Connect used specially designed adapters for this. Some of the most commonly used adapters are-

1. OData 2.0 adapter or OData 4.0 adapter

2. Cross-org adapter

3. Custom adapter created via Apex

Integrating External Data Unit

To set up the Salesforce Connection successfully, you’ll need to construct external data sources and define desirable external objects. To complete the whole process and start utilizing the Salesforce Connection, you’ll need to integrate the external data using relationship fields. In general, there are three types of relationship, and a user can use for external objects. These are-

● Lookup relationships

● External Lookup relationships

● Indirect Lookup relationships.

All these relationships are adopted in specified and unique conditions. This also means each of them comes with its pros and cons.

A lookup relationship is a special king that can only be used in a situation. An external database should already include a separate column to identify Salesforce records by their unique 18 characters IDs. This relationship links a child custom or external object to a parent’s custom object.

On the other hand, External Lookup relationships also link the child custom or external object with the parent custom objects. In this, a child’s external object gets its value from the specified External Column Name.

Indirect Lookup relationships work differently as compared to the previous two relationships. Besides the general process of linking the parent and child object, you can select the fields according to your will. Just choose any custom unique, external ID field from the parent object and match it against the child’s related field. The specified External Column Name determines the values in the child.

Check out another amazing blog by SP Tech here: Different Types of Sandboxes in Salesforce

Wrapping It Up

Again, setting all these up can be done by everyone, including non-specialists. But how will you cope up with the errors and issues in a middle way? Taking help or consultations from experts will always save you a tonne of time and more brains. Moreover, getting the upper hand in Salesforce stuff will help your business to skyrocket easily and quickly. If you wish to talk to us for any help with Salesforce connect, installation, or migration, please reach out to us. We are more than happy to help you out.

Blog Source: SP Tech

March 17, 2021