Flow Builder is the most advanced automation tool available in Salesforce. It’s a part of the low-code development revolution in Salesforce. The functions provided in Flows allow you to do…
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Standard and Custom Fiscal Years
What is a Fiscal Year? The fiscal year is the financial year of a company that tracks how the company performed during the specified period. Many companies and countries start…
Reporting pt. 1: Report Types and Formats
One of the most important, and sometimes underutilized, features of Salesforce is reports. Salesforce reports can quickly group and display data in a variety of ways. By using different report…
Salesforce Record Security
This post consists of the most common record-level security settings that are available out-of-the-box in Salesforce. We will review the different methods and configurations for controlling the visibility and editability…
Generic Aura Components
Today, we will create a Generic Aura Component to represent a list of records. Generic means it is not specified. The Generic Aura component will show a list of any…
Salesforce Multi-Currency pt. 1
In this three-part blog series, I will be going over Salesforce’s Multi-Currency and Advanced Currency Management. The three parts of this series will include: What is Salesforce’s Multi-Currency and Advanced…
