"Salesforce Summer '25: Enhanced Flow Configuration Panel for Async Callouts"

🚨Important Salesforce Update🚨 Salesforce Process Builder is scheduled to reach end of life on December 31, 2025. After this date: *Existing processes may still run ✅ * But no customer support or bug fixes will be available ❌ 👉 Salesforce strongly recommends migrating all existing Process Builder automations to Salesforce Flow to ensure ongoing functionality and support. ⚠️Note: The migration tool has a limitation. If your Process Builder contains criteria that references fields from a related object, it cannot be directly migrated to Flow using the tool. In such cases, a manual rebuild will be required. ⏳ Don’t wait until the last minute—start planning your migration strategy today! #Salesforce #ProcessBuilder #SalesforceFlow #Automation #SalesforceAdmins #SalesforceDevelopers #CRM #DigitalTransformation #TechUpdate #CloudComputing #SalesforceOhana #FlowBuilder #ProcessAutomation #FutureOfWork

🔍 𝐅𝐥𝐨𝐰 𝐨𝐫 𝐂𝐨𝐝𝐞? 𝐌𝐚𝐤𝐢𝐧𝐠 𝐭𝐡𝐞 𝐑𝐢𝐠𝐡𝐭 𝐂𝐡𝐨𝐢𝐜𝐞 𝐢𝐧 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐨𝐧 Salesforce integration is essential for businesses that want seamless workflows, accurate insights, and improved efficiency. But the big question is – should you go with Flow Builder or Apex development? In this blog, we break down both approaches to help you understand their strengths, limitations, and use cases. ✨ Key Highlights: ✅ Why Salesforce integration is the backbone of modern businesses ✅ Benefits like real-time insights, enhanced accuracy, and productivity ✅ Flow Builder: No-code automation empowering business users ✅ Apex: Advanced customization for complex requirements ✅ Best practices for successful Salesforce integration projects 👉 Read the full blog here: https://bit.ly/4pI24Nc We’d love to hear your perspective! Share your thoughts in the comments and hit 👍 if you found this useful. #Salesforce | #SalesforceIntegration | #CRM | #DigitalTransformation | #BusinessAutomation | #EnterpriseSolutions | #DataIntegration | #SystemIntegration | #ProcessAutomation | #FlowBuilder | #ApexDevelopment | #TechInnovation | #CustomerExperience | #OperationalExcellence | #BusinessGrowth | #MNC | #CloudComputing | #APIs | #AutomationTools | #Merfantz

Salesforce Flow empowers admins and developers to automate business processes efficiently without writing code. Screen Flows, in particular, guide users through interactive steps while performing actions behind the scenes, improving user experience and data accuracy. With Spring ’25 enhancements like Einstein for Flow, creating and optimizing flows has never been easier. Start exploring Screen Flows to streamline processes. Read More: https://lnkd.in/eY26u8Vk #Salesforce #ScreenFlow #FlowBuilder #SalesforceAdmins #Automation #EinsteinForFlow #SalesforceTips #DeclarativeDevelopment #SalesforceSpring25 #Trailhead

🚀 𝗦𝘁𝗮𝗻𝗱𝗮𝗿𝗱 𝗢𝗯𝗷𝗲𝗰𝘁𝘀 𝘃𝘀 𝗖𝘂𝘀𝘁𝗼𝗺 𝗢𝗯𝗷𝗲𝗰𝘁𝘀 𝗶𝗻 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 – 𝘄𝗶𝘁𝗵 𝗟𝗶𝗺𝗶𝘁𝘀 🚀 When working in Salesforce, it’s important not only to know the difference between 𝗦𝘁𝗮𝗻𝗱𝗮𝗿𝗱 𝗢𝗯𝗷𝗲𝗰𝘁𝘀 and 𝗖𝘂𝘀𝘁𝗼𝗺 𝗢𝗯𝗷𝗲𝗰𝘁𝘀, but also to be aware of their limits and restrictions. 🔹 𝗦𝘁𝗮𝗻𝗱𝗮𝗿𝗱 𝗢𝗯𝗷𝗲𝗰𝘁𝘀  • Predefined by Salesforce (e.g., Accounts, Contacts, Leads, Opportunities).  • Designed for common CRM use cases.  • Cannot be deleted.  𝗟𝗶𝗺𝗶𝘁𝘀:   • You cannot increase the number of Standard Objects.      • Customization options are available but restricted compared to Custom Objects (e.g., some fields and relationships cannot be removed or changed). 🔹 𝗖𝘂𝘀𝘁𝗼𝗺 𝗢𝗯𝗷𝗲𝗰𝘁𝘀  • Created by users/admins for specific business needs (e.g., Project, Invoice, Assets).  • Fully customizable with fields, page layouts, and automation.  • Can be deleted if no longer needed.  𝗟𝗶𝗺𝗶𝘁𝘀 (𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗘𝗱𝗶𝘁𝗶𝗼𝗻):      • Up to 𝟮𝟬𝟬 𝗖𝘂𝘀𝘁𝗼𝗺 𝗢𝗯𝗷𝗲𝗰𝘁𝘀.      • Up to 500 𝗳𝗶𝗲𝗹𝗱𝘀 𝗽𝗲𝗿 𝗼𝗯𝗷𝗲𝗰𝘁.      • API name must end with “__c.”      • Each org’s object limits vary by edition (e.g., Unlimited Edition allows 2,000 custom objects). 💡 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆:  • 𝗦𝘁𝗮𝗻𝗱𝗮𝗿𝗱 𝗢𝗯𝗷𝗲𝗰𝘁𝘀 are fixed and essential for core CRM functionality.  • 𝗖𝘂𝘀𝘁𝗼𝗺 𝗢𝗯𝗷𝗲𝗰𝘁𝘀 give you flexibility to model data unique to your business — but they come with org-level limits you must plan for. #Salesforce #CRM #SalesforceAdmin #CustomObjects #StandardObjects #SalesforceCommunity #DataModel #CloudComputing

📄 Generating documents in Salesforce can be slow and tricky. Many tools need manual setup, field mapping, and constant fixes. MergeUp by Upsource Solutions solves this problem. It works directly inside Salesforce and makes creating quotes, contracts, invoices, and reports much faster. Key benefits include: ✅ AI-powered template creation - get started fast ✅ Live preview - see your document while building it ✅ Tables and repeating data - perfect for invoices or product lists ✅ Batch generation - create hundreds or thousands of documents at once ✅ Simple conditional logic - show or hide fields automatically ✅ Works fully in Salesforce Lightning - no extra platforms needed 💡 If you want to save time, reduce errors, and make document generation easy, check out our latest article “Review of MergeUp – Salesforce Document Generator App“. The link is here: https://lnkd.in/eQ2YGW4R #Salesforce #DocumentGeneration #MergeUp #CRM #UpsourceSolutions

💡 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

⚡ Salesforce Flow Tip: Use "Scheduled Paths" Instead of Time-Based Workflow Rules Many admins still rely on time-based workflows or scheduled Apex for delayed automation. But in Flows, you can now use Scheduled Paths 🎉 🔹 Example Use Case 👉 Send a follow-up email 3 days after an Opportunity is marked Closed Won. Instead of Apex or Workflow Rule, just: 1) Create a Record-Triggered Flow on Opportunity. 2) Add a Scheduled Path: -->Run 3 Days After CloseDate -->Action: Send Email, Update Record, Create Task, etc. 🔹 Why It’s Better ✅ No need for Apex or Workflow Queue. ✅ Cleaner than time-based workflows. ✅ Can have multiple scheduled paths in the same Flow (e.g., 3 days, 7 days, 30 days). ✅ Admin-friendly → easy to maintain. 🔥 Pro Tip: -->Always add an entry condition (e.g., Stage = Closed Won) so you don’t unnecessarily queue thousands of records. -->Combine with Decision elements for powerful multi-step follow-ups. 💡 Real Impact: This reduces custom Apex schedules and legacy workflows, while keeping automation declarative and flexible. #Salesforce #FlowBuilder #Automation #BestPractices #SalesforceAdmin #CRM

🔎 𝐍𝐞𝐰 𝐢𝐧 Salesforce 𝐒𝐮𝐦𝐦𝐞𝐫 ’25: 𝐕𝐢𝐞𝐰 𝐎𝐮𝐭𝐩𝐮𝐭 𝐑𝐞𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐝𝐢𝐫𝐞𝐜𝐭𝐥𝐲 𝐢𝐧𝐬𝐢𝐝𝐞 𝐭𝐡𝐞 𝐅𝐥𝐨𝐰 𝐂𝐨𝐧𝐟𝐢𝐠𝐮𝐫𝐚𝐭𝐢𝐨𝐧 𝐏𝐚𝐧𝐞𝐥! Flow builders often spend extra time 𝐟𝐢𝐠𝐮𝐫𝐢𝐧𝐠 𝐨𝐮𝐭 𝐰𝐡𝐚𝐭 𝐨𝐮𝐭𝐩𝐮𝐭𝐬 𝐚𝐧 𝐀𝐜𝐭𝐢𝐨𝐧 𝐨𝐫 𝐒𝐮𝐛𝐟𝐥𝐨𝐰 𝐞𝐥𝐞𝐦𝐞𝐧𝐭 𝐩𝐫𝐨𝐯𝐢𝐝𝐞𝐬, which can slow down automation design and increase errors. With 𝐒𝐮𝐦𝐦𝐞𝐫 ’25, admins can now see 𝐚𝐥𝐥 𝐨𝐮𝐭𝐩𝐮𝐭 𝐫𝐞𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐝𝐢𝐫𝐞𝐜𝐭𝐥𝐲 𝐢𝐧 𝐭𝐡𝐞 𝐂𝐨𝐧𝐟𝐢𝐠𝐮𝐫𝐚𝐭𝐢𝐨𝐧 𝐏𝐚𝐧𝐞𝐥, including: ✔ 𝐎𝐮𝐭𝐩𝐮𝐭 𝐧𝐚𝐦𝐞 – the API name for referencing in the Flow ✔ 𝐋𝐚𝐛𝐞𝐥 – user-friendly display name ✔ 𝐓𝐲𝐩𝐞 – data type of the output ✔ 𝐃𝐞𝐬𝐜𝐫𝐢𝐩𝐭𝐢𝐨𝐧 – details about what the output represents This means 𝐧𝐨 𝐦𝐨𝐫𝐞 𝐠𝐮𝐞𝐬𝐬𝐰𝐨𝐫𝐤 when mapping data between elements or passing values to other parts of your Flow. It’s 𝐟𝐚𝐬𝐭𝐞𝐫, 𝐜𝐥𝐞𝐚𝐧𝐞𝐫, 𝐚𝐧𝐝 𝐫𝐞𝐝𝐮𝐜𝐞𝐬 𝐦𝐢𝐬𝐭𝐚𝐤𝐞𝐬. At Astrea IT Services, we’re excited about how this improvement 𝐞𝐧𝐡𝐚𝐧𝐜𝐞𝐬 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲 𝐚𝐧𝐝 𝐬𝐚𝐯𝐞𝐬 𝐭𝐢𝐦𝐞 for admins and developers designing Flows. 💡 Tip: Perfect for complex Flows with multiple Actions and Subflows – now you always know exactly what data is available to use. #Salesforce #Summer25 #AstreaITServices #SalesforceFlow #Automation #AdminLife #FlowBuilder #LightningExperience

⚡ Why can’t we pass sObjects directly into a @future method in Salesforce? Many developers hit this roadblock. The reason is simple but important: data integrity and reliability. 👉 Here’s a quick breakdown of the why and the correct way to do it! 📌 Key takeaway: Always pass IDs to @future methods, never full sObjects. #Salesforce #Apex #FutureMethods #SalesforceDeveloper #CodingTips #SObject #TechExplained #CRM #TrailblazerCommunity #LinkedInLearning

Mastering Asynchronous Apex in Salesforce! In Salesforce, not everything can or should run in real-time. That’s where Asynchronous Apex comes in – helping us handle processes that are long-running, resource-intensive, or need to run in the background. 🔹 When to use Asynchronous Apex? ✅ Callouts to external systems ✅ Handling large data volumes (batch processing) ✅ Running operations outside the transaction limits ✅ Scheduling jobs for off-peak hours 🔹 Key Flavors of Asynchronous Apex: @future methods → Simple, background execution Batch Apex → Breaks down large data sets into manageable chunks Queueable Apex → Chaining jobs with more control than @future Scheduled Apex → Automating jobs at specific times 💡 Pro Tip: Use Asynchronous Apex to stay within governor limits and improve user experience by offloading heavy processes from synchronous transactions. How are you leveraging Asynchronous Apex in your projects? Let’s share experiences! 💬 #Salesforce #Apex #AsynchronousApex #SalesforceDeveloper #Learning