Overview In today’s fast-paced business world, working efficiently with partners is essential. Salesforce CPQ (Configure, Price, Quote) and Experience Cloud together can greatly improve the way partners interact with your business. This three-part series will show you how these tools can make partner interactions smoother and more productive. We’ll start by focusing on user automation in the first part. In “Mastering User Automation,” we’ll look at how automating user-related tasks can save time and reduce mistakes. Key features we’ll cover include setting up user accounts automatically, automating workflows, and sending customized notifications. These tools ensure partners get the right access at the right time, making things easier for everyone. ...

Salesforce consistently enhances Flows with each release, transforming them into a more robust and user-friendly feature. These improvements simplify usage and effectively address complex requirements that cannot be met through declarative means. Did you know you can now implement cross-object validation rules without writing Apex code? Until now, if you needed to check related records, like verifying their existence or displaying error messages to prevent record deletion in specific scenarios, or developers had to rely on Apex code. ...

Overview In the ever-evolving landscape of customer engagement, Salesforce Experience Cloud emerges as a pivotal player, reshaping the way organizations connect with their audiences. Formerly known as Community Cloud, Experience Cloud serves as a robust platform for constructing tailored digital experiences seamlessly integrated with CRM functionalities. Within the Salesforce ecosystem, Experience Cloud facilitates customer self-service and empowers partners through Partner Relationship Management (PRM) capabilities. Experience Cloud, essentially, empowers businesses to craft bespoke digital interfaces leveraging standard Salesforce development tools. Its key features include: ...