Insights & Innovations for Healthcare Providers

From Workflow Rules and Process Builder to the now powerful Flow Builder, Salesforce has continuously enhanced its automation tools to empower administrators and developers alike. Among these, record-triggered flows stand out as a versatile and potent feature for automating complex business processes. In this article, we'll explore when and how to use record-triggered flows in Salesforce, accompanied by a practical use case to illustrate their potential.

The legal industry is on the cusp of a technological revolution spearheaded by the integration of Generative Artificial Intelligence (GenAI). This revolution is redefining traditional practices, from document management to client services, showcasing a future where technology enhances the delivery of legal services. Anablock and a prominent Silicon Valley law firm are at the forefront of this transformation, each adopting innovative approaches to harness the power of GenAI.

To perform CRUD (Create, Read, Update, Delete) operations on Salesforce from Postman, you'll need to set up your Salesforce environment for API access, configure Postman with the necessary authentication, and then execute the specific CRUD operations. Below is a step-by-step guide to help you through this process.

In today's data-driven business environment, the integration between analytics platforms and customer relationship management (CRM) systems is not just beneficial—it's essential. Among the plethora of tools available, Domo and Salesforce stand out for their robust features and flexibility. The Domo Salesforce Writeback Connector bridges the gap between analyzing data in Domo and actioning those insights within Salesforce, enabling businesses to leverage their data more effectively and efficiently. With over two decades of experience in the Salesforce ecosystem, I've seen the transformative power of integrating Salesforce with advanced analytics platforms like Domo. This blog post will delve into how you can connect data sets from Domo and create Person Accounts and Opportunities in Salesforce, illustrated through a practical use case.

Creating an Apex Trigger and Apex Class to count the number of child records related to a parent through a lookup relationship involves a few steps. Here's a breakdown of what needs to be done.

In the realm of customer relationship management (CRM), Salesforce has long been a trailblazer, offering diverse solutions to enhance customer interactions. A pivotal addition to this suite is Salesforce Scheduler, a tool designed to seamlessly integrate scheduling into the Salesforce platform. This blog post delves into the intricacies of Salesforce Scheduler, underscoring its importance in streamlining scheduling processes and elevating customer engagement.