Custom App Development - Lattice Squad

Automation for business process workflow optimization and production efficiency improvement. Robotic process automation and business process management. AI technology, innovation, data analytics.

Navigating the Shift: Salesforce’s Transition from Workflow Rules and Process Builders to Flow

Post author:Neha Rananaware
Post published:February 6, 2024
Post category:Custom App Development

In the Spring '22 release, Salesforce has officially announced the retirement of Workflow Rules and Process Builder. To facilitate a seamless transition for users, a highly anticipated feature called "Migrate…

Software development, Internet technology, IoT concept. Double exposure, man coding software developer working on laptop computer and city with binary, computer code and technology element, big data on virtual screen

Enhancing Feature Set: Lattice Squad’s Valuable Contributions to Open Source Code

Post author:Rachel Averitt
Post published:December 22, 2023
Post category:Custom App Development Custom Development

Knowledge Articles are organized into data categories to enhance overall organization and visibility. Within each data category, subcategories can be established, forming a structured hierarchy. However, the default Out of…

A person browsing a knowledge base or support portal, accessing articles and tutorials contributed by the community

Mastering Salesforce Knowledge: Expert Tips, Tricks, and Insider Insights

Post author:Rachel Averitt
Post published:December 1, 2023
Post category:Custom App Development

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 exposed on multiple channels, including…

Salesforce Consultant: Are you a taxi driver or a tour guide?

Post author:Pradeep J
Post published:August 8, 2023
Post category:Business Analysis Custom App Development

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…

Pass URL parameters containing special characters to a screen flow embedded on an Aura based experience cloud site

Post author:Neha Rananaware
Post published:July 6, 2023
Post category:Communities Custom App Development Custom Development experience cloud

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 pass in first name as…

Learn how to pass URL Parameters to a screen flow running on public facing Experience Cloud Site

Post author:Pradeep J
Post published:April 22, 2023
Post category:Communities Custom App Development experience cloud

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…

Connect External Users to Internal Users on Salesforce Communities

Post author:Pradeep J
Post published:November 13, 2022
Post category:Custom App Development

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…

Flow chart

Flow Chart Your Path to Success in Salesforce Consulting Projects

Post author:Pradeep J
Post published:October 23, 2022
Post category:Business Analysis Custom App Development Design

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…

Hiring the right consultants for automation heavy Salesforce projects

Post author:Pradeep J
Post published:October 13, 2022
Post category:Custom App Development

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…

A Usecase for Static Bundles

Post author:Pradeep J
Post published:July 31, 2022
Post category:CPQ Custom App Development

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…