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Mastering Salesforce Knowledge: Expert Tips, Tricks, and Insider Insights
What exactly is Salesforce Knowledge? Leveraging Salesforce Knowledge empowers the creation of a robust repository within your Salesforce account platform. The Knowledge articles can be
Salesforce Consultant: Are you a taxi driver or a tour guide?
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
Pass URL parameters containing special characters to a screen flow embedded on an Aura based experience cloud site
Problem Statement How do you pass URL parameters containing special characters to a screen flow embedded on an Aura based experience cloud site? When you
Learn how to pass URL Parameters to a screen flow running on public facing Experience Cloud Site
In this short video, we will show how to pass URL parameters to a screen flow on Experience Cloud site. When characters such as @
Connect External Users to Internal Users on Salesforce Communities
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
Flow Chart Your Path to Success in Salesforce Consulting Projects
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
Hiring the right consultants for automation heavy Salesforce projects
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
A Usecase for Static Bundles
Product Bundling Advantages Product bundling allows related products to be sold together. Bundles help sales reps from selling non-compatible products Bundles allow for discounting of
Quick Overview CPQ Quote-to-cash process
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
Enable A Single User on Multiple Experience Sites
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
Importing ERP data into Salesforce & keeping it clean
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
Make your Salesforce Community Feeds more interactive and dynamic with Rich Publisher Apps.
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