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  • Automatically refresh Salesforce dashboard using apex scheduled job

    This article demonstrates automatically refreshing dashboards using apex scheduled job that you can plan to run at specific times. It uses a custom setting to store the dashboard Ids then a scheduled job to get all dashboard Ids from the custom setting and refresh the dashboard at specific time or multiple times a day. Continue…

  • Salesforce screen flow – Open a Record in a Console Sub-Tab

    This article explains how to use Salesforce Screen Flow to open a record in a console sub-tab. By creating a text template that includes the record’s ID and using a display text component, users can click a link that opens the record within the console rather than a new browser tab. Two key steps are…

  • Salesforce Screen Flow – Download records into a CSV file with specified fields using the collection variable

    This articles leverages a lightning web component to export the data from Salesforce screen flow. The LWC inputs a collection variable and convert it into a CSV file. Moreover, you also have options to select an sObject and fields to be exported into the CSV file. Continue readingSalesforce Screen Flow – Download records into a…