How to Improve Business Efficiency by Automatically Setting Salesforce Negotiation Name Naming Rules
Introduction. For companies using Salesforce, managing business meetings is…
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How to automatically lock closed business meetings
In Salesforce, there are cases where you want to restrict editing of closed bus…
Changes and impact on how Account Engagement forms sync to Salesforce
Introduction. Account Engagement (formerly Pardot), a product of Salesforce…
Basics of “Variables” and “Collection Variables” in Salesforce flow
Introduction. For those just beginning to use Salesforce flows, the conc…
How to loop a specified number of times in a flow｜Creating a specified number of records
A very useful element in the Salesforce flow is what I personally consider to …
