Understanding your customer’s ask: WHY before WHAT Ever noticed how easy it is for consultants to become order takers? Your customer says, “Do X!” You are off and running to…
https://www.youtube.com/watch?v=LFH9Pu9PN7w Pass URL Parameters to Screen Flow on public facing Experience Cloud site In this short video, we will show how to pass URL parameters to a screen flow on…
A Salesforce Experience Cloud site (formerly communities) is a branded digital experience connected to your CRM. The site lives in an Org. The main objective is to connect organizations with…
In a recent Lattice Squad project, our objective was to design and implement an automated process to manage the review, approval, publication, and archiving of healthcare content, similar to Knowledge…
Lattice Squad was involved in developing a custom app on Salesforce for a healthcare provider. Many business processes were done manually: documenting what changed and notifying the required stakeholders using…
Product Bundling Advantages Product bundling allows related products to be sold together. Bundles help sales reps from selling non-compatible productsBundles allow for discounting of products. Get a 10% discount on…
A disconnected sales process where sales reps refer to prices and product codes from Microsoft Excel results in less accuracy and lost revenue. The quote generation becomes error-prone. Salesforce CPQ…
How do you enable a single user on multiple experience sites? Does it cost extra licensing fee? The video explains the use cases, licensing and the mechanics surrounding single users…
Abstract: The Legacy ERP system (IBM/AS400) publishes API notifications when records are created or updated in the system. A middleware process(Boomi) subscribes to these notifications to Extract, Transform, and Load…
Introduction Businesses globally are leveraging Salesforce Experience Cloud Sites, formally known as Salesforce Communities to accelerate digital transformation and build customer-first digital experiences. With Experience Cloud, you get access to…