Flow Builder Archives - Page 2 of 2 - gettectonic.com
Salesforce Nonprofit Cloud

Easily Refer Constituents to Providers by Using a Guided Flow

Facilitate constituent referrals to service providers effortlessly by utilizing a guided flow. This streamlined process enables the inclusion of comprehensive information about individuals or households, providers, and other essential details. Enhance the effectiveness of service delivery by sharing the referral record and additional information directly with the service provider. Your caseworkers can easily refer constituents

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Salesforce Automation Guide

Salesforce Automation Guide

Salesforce Automation Guide. I cannot lie. There was a time when I thought the greatest thing about Salesforce was that it prevented leads from falling through the cracks. I was a marketing opps person. There was a time I thought readily available information at your fingertips and integration with an email platform was the greatest

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Guide to Who is Running Flows

Guide to Who is Running Flows

Understanding the Role of the Running User in Flows Guide to Who is Running Flows. The running user in a flow is the individual who initiates the flow, either the current user or the Automated Process user. This user determines what actions the flow can perform with Salesforce data when executed in user context. Grasping

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Salesforce Automation

Salesforce Automation

In today’s fast-paced business landscape, efficiency reigns supreme, and the optimization of processes is paramount for success. Salesforce automation tools stand as indispensable allies in this pursuit, empowering businesses to automate repetitive tasks, eliminate errors, and liberate valuable time for employees to focus on mission-critical endeavors. From sales to marketing and customer service, Salesforce offers

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Salesforce Einstein

Connect Salesforce to an External API with No Code

Effortlessly establish seamless integration between your Salesforce org and an external API, all without writing a single line of code. Harness the capabilities of declarative tools in conjunction with OpenAPI specifications to define the functionality of the external API. Connect Salesforce to an external API for increased productivity. External Services will autonomously generate invocable actions

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