In this blog, we'll dive into the concept of Record types in Salesforce , explore their key benefits, and walk through the steps to create them effectively.
Record Types in Salesforce
Redefining How Humans and AI Work Together
Salesforce has officially launched Agentforce 3.0 a major update to its AI-powered digital labor platform — and it’s a game-changer for businesses looking to scale AI adoption with clarity, control, and confidence.
Visualizing Affiliations in Salesforce NPSP: A Smarter Way to Understand Relationships
Understanding how individuals are connected to organizations is at the heart of nonprofit success. Whether you're managing volunteers, board members, or long-term donors, having a clear view of these relationships can make all the difference. That’s where Affiliations in Salesforce’s Nonprofit Success Pack (NPSP) come into play.
Automate Your Success with Make.com Expertise
In today’s fast-moving business world, repetitive tasks and disconnected apps can slow you down. At Astrea IT Services, we harness the power of Make.com, the no-code automation platform that connects your tools and streamlines your workflows like never before. Our certified Make.com experts have transformed businesses by automating complex processes, integrating apps, and delivering solutions that save time and boost growth. Ready to make your operations run smoother? Let’s explore how our Make.com expertise can work for you!
Unleash the Power of Scalable Backend Solutions with Xano Expertise
In today’s fast-paced digital landscape, businesses need robust, scalable, and efficient backend solutions to power their applications and workflows. At Astrea IT Services, we specialize in delivering Xano backend services that empower businesses to streamline operations, automate processes, and scale effortlessly. Our team of seasoned Xano experts has built large-scale projects, tackled complex challenges, and delivered tailored solutions that drive success. Let’s explore how our Xano expertise can transform your business.
Customer Onboarding Flow with Dynamic Service Plan Selector in Salesforce Using OmniScript
In today’s telecom and digital service environments, offering the right plan to the right customer at the right time is crucial. Whether it's Data, Unlimited, Combo packs or Data/Calling customers expect easy-to-navigate interfaces and relevant choices.
Build Stunning Web Apps in Days with Softr No-Code Expertise
Need a beautiful, functional web app without the coding headache? At Astrea IT Services, we’re your go-to experts for Softr, the no-code platform that turns your ideas into sleek client portals, marketplaces, and dashboards in record time. Our certified Softr pros have crafted game-changing solutions for businesses, solving tough challenges and delivering apps that impress users. Let’s dive into how our Softr expertise can bring your vision to life fast!
Automatically Notify CC User When a Task is Updated
This blog explains how to send an automatic email to the CC User (Or FYI user) when any field on a Task is updated in Salesforce. Using a simple record-triggered flow, we ensure the CCed user stays informed about important changes without manual effort.
Empowering Agility with the Business Rules Engine in Salesforce Industry Cloud
In today’s dynamic business landscape, organizations must adapt quickly to regulatory changes, customer demands, and operational nuances. To meet this challenge, Salesforce has introduced the Business Rules Engine (BRE) as part of its Industry Cloud offerings—enabling enterprises to define, manage, and execute complex business logic with greater flexibility and transparency.
Real-Time Sales Deal Alerts: Connect Your Teams with Salesforce, Make.com, Slack, and Airtable
Imagine your Sales team lands a big deal, but Marketing and Customer Success are out of the loop, scrambling to catch up. In a fast-moving SaaS company, everyone needs to know when a major deal is close to closing—so Marketing can plan campaigns, Customer Success can prepare onboarding, and Leadership can track wins. In this guide, we’ll walk you through how to build a system to share these updates instantly using Salesforce, Make.com, Slack, and Airtable.
Salesforce Foundations: A Unified Experience for Multi-Cloud Customers
As businesses continue to scale and diversify their Salesforce usage across Sales, Service, Marketing, Commerce, and other clouds, the need for a consistent and simplified experience becomes paramount. Recognizing this, Salesforce has introduced Salesforce Foundations —a strategic new layer within the Salesforce ecosystem aimed at unifying access and enhancing productivity for multi-cloud customers.
Introducing Lightning Design System 2: A New Era of Customization and Flexibility in Salesforce UI
Salesforce has officially launched the next evolution of its design framework—Lightning Design System 2
(SLDS 2)—marking a transformative step forward in how users experience, customize, and build on the Salesforce Platform. With SLDS 2, Salesforce is redefining the standards for consistency, accessibility, and flexibility in user interface design.
Project Documentation: Dynamic Insurance Quote Generator using OmniStudio
Scenario Overview
Business Use Case:
A dynamic insurance quote needs to be generated based on customer inputs like Age, Location, and Vehicle Type. The insurance rates will be fetched from a backend data source using DataRaptor or Integration Procedure, and real-time calculations will be done using Formula elements. A summary screen will display the final quote and enter information before submission.
Real-Time Integration with Salesforce: A Deep Dive into Change Data Capture (CDC)
As businesses strive to become more connected and responsive, real-time data integration has shifted from being a luxury to a necessity. In the Salesforce ecosystem, Change Data Capture (CDC) is a powerful feature that enables this transformation by allowing platforms to react instantly to data changes.
Exploring the Agentforce Testing Center: A Game-Changer for Salesforce Users
In the ever-evolving world of Salesforce, staying ahead of the curve is crucial for businesses and service providers. Salesforce's newest product, Agentforce, is designed to empower users by integrating AI-powered capabilities into the CRM ecosystem. However, as with any advanced technology, ensuring its seamless functionality is essential for businesses to leverage its full potential. This is where the Agentforce Testing Center comes into play.
Simplifying Home Services Booking with Agentforce
Managing home services like plumbing or electrical repairs can be frustrating—especially when booking delays, unresponsive technicians, or unclear service processes come into play. Homeowners want fast, reliable help without hopping between calls, websites, and apps.
ScaleTest: Ensuring Your Salesforce App Performs Under Pressure
In today’s digital-first world, users expect apps to be fast, reliable, and responsive—no matter how many people are using them. But how do you know if your Salesforce solution can handle the traffic and workload it might face in the real world?
Common Pitfalls of Salesforce to Netsuite Integration and How to Avoid Them
Let’s start with a quick overview of numbers to understand the usage of both systems:
- NetSuite serves over 41,000 companies globally,
- Salesforce boasts more than 150,000 customers worldwide.
Given the complementary nature of Salesforce's CRM capabilities and NetSuite's ERP functionalities, many organizations leverage both platforms in tandem.
Salesforce Quote Approval in Slack
Speed and accuracy are crucial in any sales process. In this blog, we’ll learn how to send a Slack notification when a Salesforce Quote’s Total Price exceeds a certain amount, and how to Approve or Reject the Quote directly from Slack — without logging into Salesforce. This automation will make approvals faster and the process more efficient.
Insurance Claim Processing with Document Upload using OmniScript
Overview
This use case enables customers to submit insurance claims through an OmniScript interface. During the submission process, customers can upload documents such as damage images, reports, or any other supporting files. These documents are stored as ContentVersion records and are linked to the corresponding custom object Insurance_Claim__c record. A summary screen at the end shows both the claim details and the uploaded file names.