"Boost Salesforce Document Generation with MergeUp by Upsource Solutions"

Simplify Change Tracking with Salesforce Flow Version Comparison Salesforce now makes it easier to track and manage changes in Flow Builder with the new Compare Versions feature. Instead of manually checking versions or navigating XML files, admins and developers can instantly identify differences between two flow versions. Available for autolaunched, scheduled-triggered, platform event-triggered, and record-triggered flows across all major editions, this feature highlights the number of changes, modified elements, and updated resources. From the Automation app, simply select a flow from the list view or details page, choose Compare Versions, and review the changes with clarity. A valuable enhancement to improve accuracy, reduce errors, and speed up change management in Salesforce automation. https://lnkd.in/eXTvZRAr #Salesforce #FlowBuilder #Automation #ReleaseUpdates #SalesforceDevelopers #Automation #DigitalTransformation #ReleaseUpdates #LowCode #ClickNotCode

🌐 𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐨𝐧𝐬 𝐣𝐮𝐬𝐭 𝐠𝐨𝐭 𝐜𝐥𝐞𝐚𝐧𝐞𝐫 𝐢𝐧 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐒𝐮𝐦𝐦𝐞𝐫 ’25! For admins and developers working with 𝐑𝐞𝐜𝐨𝐫𝐝-𝐓𝐫𝐢𝐠𝐠𝐞𝐫𝐞𝐝 𝐅𝐥𝐨𝐰𝐬, making 𝐚𝐬𝐲𝐧𝐜𝐡𝐫𝐨𝐧𝐨𝐮𝐬 𝐜𝐚𝐥𝐥𝐨𝐮𝐭𝐬 𝐭𝐨 𝐞𝐱𝐭𝐞𝐫𝐧𝐚𝐥 𝐬𝐲𝐬𝐭𝐞𝐦𝐬 can sometimes be tricky, especially when managing multiple steps or handling errors. With 𝐒𝐮𝐦𝐦𝐞𝐫 ’25, the 𝐅𝐥𝐨𝐰 𝐂𝐨𝐧𝐟𝐢𝐠𝐮𝐫𝐚𝐭𝐢𝐨𝐧 𝐏𝐚𝐧𝐞𝐥 𝐧𝐨𝐰 𝐩𝐫𝐨𝐯𝐢𝐝𝐞𝐬 𝐚 𝐛𝐞𝐭𝐭𝐞𝐫 𝐔𝐈 for async callouts:  1. 𝐂𝐥𝐞𝐚𝐫𝐞𝐫 𝐝𝐞𝐬𝐢𝐠𝐧: Easily see which elements make callouts and their configurations. 2. 𝐅𝐞𝐰𝐞𝐫 𝐦𝐢𝐬𝐭𝐚𝐤𝐞𝐬: Reduced chance of misconfigurations or missing required fields. 3. 𝐒𝐦𝐨𝐨𝐭𝐡𝐞𝐫 𝐢𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐨𝐧𝐬: Streamlines setup of Flows connecting Salesforce to external systems via APIs or web services. At Astrea IT Services, we’re excited about how this improvement makes integrating Salesforce with other platforms faster, safer, and more reliable. 💡 𝐓𝐢𝐩: Ideal for automated notifications, syncing records with external apps, or integrating with ERP, marketing, or analytics platforms directly from Flows. Salesforce #Salesforce #Summer25 #AstreaITServices #SalesforceFlow #Integrations #Automation #FlowBuilder #LightningExperience

𝐋𝐨𝐨𝐤𝐢𝐧𝐠 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐛𝐞𝐬𝐭 𝐝𝐨𝐜𝐮𝐦𝐞𝐧𝐭 𝐚𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐚𝐩𝐩𝐬 𝐨𝐧 𝐭𝐡𝐞 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐀𝐩𝐩𝐄𝐱𝐜𝐡𝐚𝐧𝐠𝐞? From contracts and proposals to reports and letters, businesses spend countless hours managing documents manually. The right Salesforce-native app can save time, reduce errors, and streamline workflows, all inside your CRM. 𝐓𝐒 𝐃𝐨𝐜𝐮𝐦𝐞𝐧𝐭𝐬 𝐛𝐲 𝐓𝐡𝐨𝐫𝐬𝐨𝐧 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬, 𝐡𝐞𝐫𝐞’𝐬 𝐨𝐧𝐞 𝐨𝐟 𝐭𝐡𝐞 𝐭𝐨𝐩 𝐩𝐢𝐜𝐤𝐬:  - Automate document generation directly in Salesforce using Google Docs templates. - Supports PDF, Word, HTML, ODT, RTF, and TXT formats. - Seamlessly integrates with Salesforce, Google Drive, and AWS S3 for secure storage. - Trusted by 100+ users, with 1.2M+ documents generated and 10K+ hours saved. 𝐖𝐢𝐭𝐡 𝐓𝐒 𝐃𝐨𝐜𝐮𝐦𝐞𝐧𝐭𝐬, 𝐲𝐨𝐮 𝐜𝐚𝐧: - Generate documents from Salesforce records in one click - Use merge fields for personalized outputs - Automate via Flows, Process Builder, or Apex - Centralize storage with Google Drive & AWS S3 integrations 𝑫𝒊𝒔𝒄𝒐𝒗𝒆𝒓 𝒎𝒐𝒓𝒆 𝒂𝒃𝒐𝒖𝒕 𝑻𝑺 𝑫𝒐𝒄𝒖𝒎𝒆𝒏𝒕𝒔 𝒉𝒆𝒓𝒆: https://lnkd.in/fYip9gg #Salesforce #AppExchange #DocumentAutomation #TSDocuments #SalesforceConsulting #SalesforceApps #CRM #DigitalTransformation

Is your Salesforce performing at its full potential? Bluearya delivers independent third-party Salesforce testing to ensure your CRM, loyalty, marketing systems or any custom built app operate flawlessly. From functional and integration testing to automated regression, performance, and security checks, we help you deploy updates with confidence , no disruptions, no surprises. With Bluearya as your testing partner, you can optimize system performance, minimize risk, and deliver a seamless experience to your users and customers. Because in Salesforce, reliability isn’t optional ,it’s critical. #Bluearya #Salesforce #ThirdPartyTesting #CRM #SalesforceTesting #AutomationTesting #IntegrationTesting #QualityAssurance #PerformanceTesting #DigitalTransformation #CustomerExperience

Salesforce can feel overwhelming at the start, but some features make a huge difference for beginners: ✅ Profiles & Permission Sets – Control access to data with precision. ✅ Validation Rules – Ensure data quality from day one. ✅ Flows – Automate tasks without code. ✅ Reports & Dashboards – Turn data into decisions. ✅ AppExchange – Explore pre-built solutions to save time. I wish I had focused on these earlier—they form the foundation for every Salesforce project. 👉 What’s the one Salesforce feature you use most often? #SalesforceAdmin #SalesforceDeveloper #CRM #LearningJourney

🚀 Top 5 Free Salesforce AppExchange Apps Every Org Must Have The #Salesforce #AppExchange is packed with powerful tools — but which ones truly make a difference? We’ve rounded up five free apps that can boost productivity, improve adoption, and give your org a competitive edge: ✅ Smart Lists – Smarter dynamic lists for real-time data ✅ DLRS – Declarative rollup summaries without code ✅ Time Warp – See how records looked at any point in time ✅ Adoption Dashboards – Track Salesforce usage and adoption ✅ Account Journey – Visualize and optimize customer journeys 👉 These aren’t just “nice-to-haves” — they’re game-changers for any Salesforce org. Read the full breakdown here: 🔗 https://lnkd.in/gqZX3-mV #Salesforce #AppExchange #CRM #DigitalTransformation #Tenetizer

I just published a new blog on Self Lookup in Salesforce If you’ve ever wondered how to relate records within the same object (like setting an employee’s manager or creating hierarchical structures), this guide breaks it down with: Check it out here : https://lnkd.in/geb_XbXj #Salesforce #SelfLookup #CRM #SalesforceAdmin #SalesforceDeveloper #LowCode

✅ Created a Custom App – to organize business processes in a single place. ✅ Designed Custom Objects – to store data relevant to business needs. ✅ Defined Fields – standard & custom fields to capture the right information. ✅ Built Relationships – Master-Detail & Lookup to connect objects seamlessly. ✅ Customized Page Layouts – to make the user experience simple and intuitive. This hands-on experience helped me understand how powerful Salesforce is in shaping business workflows and data management. 🌟 💡 Key Takeaway: With the right structure of objects, fields, and relationships, Salesforce becomes not just a CRM, but a complete business solution platform. Looking forward to exploring more advanced features like automation (Flows, Process Builder) and security (Profiles, Permission Sets). Swhizz Technologies #Salesforce #CRM #LearningJourney #SalesforceAdmin #CloudComputing

💡 Salesforce Sandboxing: Safe Spaces for Innovation In the world of Salesforce, testing changes without impacting live data is critical. That’s where Salesforce Sandboxescome in. A sandbox is a replica of your production environment, allowing admins and developers to: ✅ Test new configurations, automation, and integrations ✅ Train users without affecting real business data ✅ Experiment with new features safely From Developer Sandboxes for coding and testing, to Full Copy Sandboxes for realistic staging environments, sandboxing ensures your innovations are secure before going live. 🔹 Best Practices: Keep sandboxes refreshed regularly to stay aligned with production. Test complex flows and integrations in a sandbox first. Use sandboxes to train your team on new features safely. In short, sandboxes aren’t just for testing—they’re your innovation playground in Salesforce! #Salesforce #CRM #Sandbox #Innovation #AdminTips #SalesforceDevelopment