Salesforce · Visual Workflow

Process automation with the help of visual workflows

One of the key feature of Salesforce environment is process automation. We have basically four types of automation tool in it:- 1) Process builder 2) Workflows 3) Approvals 4) Visual workflows In this post we will be discussing visual workflows Q) What is the difference between workflows and visual workflows ? While Workflows are mainly… Continue reading Process automation with the help of visual workflows

Microsoft Office · Salesforce

Connect Salesforce with Microsoft office

So, I was looking through the Microsoft store where i saw Salesforce App for Outlook, which got me curious about what else can be done through the office add ins. So below is just a demo  app I developed for exporting opportunity records in Salesforce to Microsoft Excel. Step 1: Go to Napa cloud app (you can use… Continue reading Connect Salesforce with Microsoft office