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Summary – Automation Tools

In this chapter, you’ve learned many practical aspects related to automating processes in Salesforce. We discussed core features in Salesforce, including approval processes, flows, Apex Triggers, and automation using AI. With the knowledge of approval…

  • by Anna Patterson
  • Posted on 08/21/202408/21/2024
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Einstein for Commerce – Automation Tools

E-commerce is one of the fastest-growing sectors in today’s market, so AI support in Salesforce Commerce Cloud was a necessity. What’s more, the beneficiaries of such support won’t be limited to just you and your…

  • by Anna Patterson
  • Posted on 07/02/202408/21/2024
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Einstein for Service – Automation Tools

Salesforce’s second most popular product also gained numerous AI-supported functionalities. This is particularly important because customer service departments can now operate even faster and more effectively. AI supports communication with your customers, writes articles for…

  • by Anna Patterson
  • Posted on 06/23/202408/21/2024
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Einstein for Sales – Automation Tools

Salesforce AI The previous year was a turning point in the widespread adoption of artificial intelligence (AI), showcasing its presence across various domains. AI’s versatility was evident, not only as a text and image generator…

  • by Anna Patterson
  • Posted on 05/11/202408/21/2024
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Apex triggers – Automation Tools

Programming in Salesforce can serve many purposes, and one of them is creating automation to support users’ work within the application. Mastering Salesforce programming requires a separate book, and although writing a simple Apex trigger…

  • by Anna Patterson
  • Posted on 04/15/202408/21/2024
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TIP – Automation Tools

If you want to learn Flow, I encourage you to visit the website https://salesforceflowlab.wordpress.com/. It’s a treasure trove of knowledge based on real use cases. The exercises will guide you step by step on how…

  • by Anna Patterson
  • Posted on 03/06/202408/21/2024
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Flow Builder – Automation Tools-4

For example, you can delete outdated leads from the system. I would very much like to tell you that this is all there is to know about Flow. But I will not do that because…

  • by Anna Patterson
  • Posted on 02/23/202408/21/2024
  • Leave a comment on Flow Builder – Automation Tools-4

Flow Builder – Automation Tools-3

Now I’d like you to take a look at all the Flow components you may encounter when building a new automation: For example, during the purchasing process, a subflow is triggered to verify the correctness…

  • by Anna Patterson
  • Posted on 01/30/202408/21/2024
  • Leave a comment on Flow Builder – Automation Tools-3

Flow Builder – Automation Tools-2

Salesforce, like any business, has ensured that you have a choice. What kind of flow do you wish for? There are six types of flows; let me take you through them: For example, a telecommunications…

  • by Anna Patterson
  • Posted on 12/26/202308/21/2024
  • Leave a comment on Flow Builder – Automation Tools-2

Flow Builder – Automation Tools-1

Modern times could be compared to jumping into hyperspace from Star Wars (sorry, Star Trek). If we close our eyes for a moment, we might feel like Steve Rogers (Captain America) after 66 years of…

  • by Anna Patterson
  • Posted on 11/18/202308/21/2024
  • Leave a comment on Flow Builder – Automation Tools-1

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