Apex
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Artificial Intelligence
How To Build Custom Flow Actions For Agentforce – Planning Phase
Salesforce Agentforce is a framework that enhances customer service and sales by integrating Salesforce’s powerful capabilities with AI agents. Agentforce accelerates workflows, enhances KPIs and saves manual labor.
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Flow
Is Your Salesforce Flow Too Big?
When building complex business processes into Salesforce flows, it’s easy for them to become too big, making them harder to manage and maintain. To avoid issues with your long flows, adopting modular development principles can help improve your flows. Modular development breaks down large flows into smaller, manageable components that are easier to test, maintain, and update. In this post,…
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Flow
How to Use Custom Metadata Types in Flow
Learn how Custom Metadata Types in Flow streamline Salesforce setups, ensuring consistent and scalable configurations.
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Career Guidance
A New Era for Salesforce Exams: Transitioning from Examity to Webassessor
Salesforce now uses Webassessor for certifications, enhancing security and user experience.
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Flow
Can You After-Save When You Can Before-Save?
Guide to Salesforce order of execution, focusing on after-save and before-save flows in record updates.
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Flow
Flow Naming Convention Tips
Establishing a clear and effective naming convention for Salesforce Flow resources is essential for optimizing your low-code logic and improving resource management. Thoughtful naming practices—whether you choose CamelCase, abbreviations, or full-length descriptors—not only enhance readability but also ensure consistency and clarity in autogenerated API names. This article explores practical tips, such as including resource types in names, leveraging sorting features,…
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Artificial Intelligence
Dreamforce Session: AI Makes Service Frictionless and Fun
This article summarizes the three main ways AI makes customer service easier with simple, effective and accurate synthesized data.
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Flow
Top 9 Salesforce Winter 25 Flow Features
The latest updates to the Salesforce Flow Builder include more versatile data transformation options, efficient record creation and updates, expanded email recipient capabilities, improved UI features, and enhanced subflow functionality. Additionally, they address enforcing flow execution security and respecting email address profile settings. These changes aim to streamline workflow design and execution, ultimately improving user experience and system performance.
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Flow
Integrating the New Flow Action Button From Summer ’24
Salesforce's Summer '24 release introduces the new Action button, offering opportunities to enhance user experience and simplify complex use cases within screen flows. A practical example involves creating a property finder flow to verify UK postcodes, find properties within a radius, and display agent details. This addition streamlines processes and promises a more reactive and efficient user interface.
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Flow
Advanced Topics & Resources
Check out the Architect's guide for record-triggered automation.
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