In Salesforce a ‘callout’ is any https call that accesses an external URL — some other webservice or website. A ‘callin’ would be the opposite — some external web service or application using the Salesforce API to access Salesforce data. In Salesforce a ‘callout’ is any https call that accesses an external URL — some … Read more
The BusinessProcess metadata type enables you to display different picklist values for users based on their profile. This type extends the Metadata metadata type and inherits its fullName field. Multiple business processes allow you to track separate sales, support, and lead lifecycles. Full Answer How to automate your business processes with Salesforce? How to Automate … Read more
Bucket field in Reports in Salesforce is used to group values to the name we specify. It can group only the below data types fields 1. Picklist 2. Number 3. Text Lets see an example. Report without bucket field: Adding bucket field: Grouping Chennai, Coimbatore and Vellore cities to Tamilnadu and grouping Hydrebad and Nellore … Read more
When you create a bucket column, you define multiple categories (buckets) used to group report values. Like any other column in your report, you can sort, filter, and group by bucket columns. How to create custom formula in Salesforce? creating Formula field in Salesforce ? Go to Setup => Build => Create => Object => … Read more
Big Deal Alert in Salesforce Your organization can use alerts that automatically send an email notification for opportunities with large amounts. Customize this alert to send an email when an opportunity reaches a threshold. Big Deal Alerts send automated emails to users when an Opportunity reaches or exceeds a certain threshold of Probability and Amount … Read more
Batch Job in Salesforce is specially designed for a large number of records, i.e., here, data would be divided into small batches of records of a specific size (batch size), and then it would be evaluated. Batch class in salesforce is used to run large jobs (think thousands or millions of records!) that would exceed … Read more
Batch class in Salesforce: Today we will try to cover concepts of Batch apex. Start method collects the data for processing. Execute method performs operations. Finish method generally used for sending emails or calling another batch class when the current batch is completed. Batch class in salesforce is used to run large jobs (think thousands … Read more
Batch Apex In Salesforce If you want to process a large number of records every day or within a certain time interval, you may encounter administrative restrictions. To resolve this governing limit issue, we will run the operation as an Asynchronous operation using batch apex. Batch Apex is exposed as an interface that must be … Read more
Sales force automation (SFA) can be defined as a comprehensive process wherein elements of the sales process are automated by software tools. Primarily, the automation aspect emphasizes repetitive administrative tasks that are generally time-consuming for sales teams to perform. Salesforce automation is the automation of administrative sales tasks. For instance, this could include analysing sales … Read more
In Salesforce there is an automated process user that runs background tasks like scheduled flows. In this blog, we will look at how to set the automated process users email address. Why set the automated process users email address? This is a normal and expected part of how Salesforce maintains an organization. The user exists … Read more