How to Declaratively Schedule Automation in Salesforce
Find out how and when to use scheduled automation in Salesforce through scheduled flows, schedule process builders via mass action scheduler, and DLRS.
Using Apex Triggers in Salesforce
Learn more about the best practices for Salesforce automation using apex triggers.
Learn Native Salesforce Duplicate Management at Virtual Trailblazer Community Event
Explore the advanced concepts of Native Duplicate Management in a virtual session led by Lane Four’s founder, Andrew Sinclair.
Using Workflow Rules & Process Builder in Salesforce
Learn the best practices and key considerations for real-time Salesforce automation by using workflow rules and process builder.
How to Handle Community Guest User Access Issues Before Salesforce’s Summer ’20 Release
Salesforce’s Summer ’20 release introduces new changes that will impact Communities with guest user access. Here’s what you need to know to protect your Community.
How to Choose the Right Real-Time and Code-Based Automation in Salesforce
We’re kicking off our new series of insights and best practices for Salesforce automation. To begin, we’ll be exploring workflow rules, process builder, flow, and apex trigger.
Managing Territories in Salesforce: 3 Options
The three recommended options for managing territories in Salesforce, which will allow you to structure your data to reflect your unique sales territories.
How Should I Do Lead-to-Account Matching in Salesforce?
When leads are flowing into Salesforce from marketing, lead-to-account-matching is one of the first solutions that an account-based startup will look for. We recommend three different approaches to this solution.
Why and How to Use Salesforce’s Native Duplicate Management
Learning how to use Salesforce’s native duplicate management will save you time and money, relieve strain on your system, and allow you to apply duplicate management to unique use cases using custom Apex, flows, and clicks.
