The Latest Flow Tool from Salesforce Labs: Flow DataGrid

ChadSmithSalesforce Tips

[et_pb_section admin_label=”section”] [et_pb_row admin_label=”row”] [et_pb_column type=”4_4″][et_pb_text admin_label=”Text”] Released on March 12, 2020, the Flow Datagrid Pack from Salesforce labs is the latest free tool to improve the form and function of your flows. The pack includes three styles of presentation which allows the users to select multiple records from. Datatable, think a related list or list view. Map, yep, you … Read More

How To Limit Product Availability based on Account Type in CPQ

ChadSmithCPQ

You may have some products that should only be quoted or sold to a subset of your accounts, so to avoid having users adding them to quotes to be sent to customers and prospects would be a good thing. One way of accomplishing this would be with multiple price books. You could have one for distributors, one for partners, and … Read More