Docomotion’s Post

In our latest article, you learnt how to create your first document creation workflow in Documill Leap. 🧷If you missed it out please check it here: https://bit.ly/3Y23mHx. 🔖Save this post and try out 3 additional workflows that show both the most common use cases and the flexibility of Documill Leap. #Salesforce #Documill #Automation #Contract #Negotiation #Document #Creation

If you are a #Pharma #API manufacturer and tracking (or losing track of?) customer QA queries over email internally within your organization, lets change that with #salesforce Bring your sales and QA teams together, create custom workflows, share necessary documents, set approval processes, and respond to customer queries at speed. Take collaboration even a step further with #slack and canvases so your teams can track individual client projects and RFP's all at one place. To learn more on how Salesforce Slack can transform your #API #Pharma business reach out today! #salesforce #slack #salescloud #pharma #api #servicecloud Pavan Kumar Veeravalli Ranga Rao , M.Sc(Tech), DBA, PMP, CISA Mani Nag Asha Kallepu Panduga Priyadarshini Schrander Solutions

Oh, hey, catch my workshop on Custom Metadata Types in Flow at Salesforce's Socal Dreamin' on August 8th in Newport Beach! In it, I'll be going over some simple and some trickier use cases for CMDTs in flow and when they make more sense over just using a CMDT in a formula, or when they make more sense over a custom setting. We'll show some use cases I've personally created where we avoid hardcoding, we avoid 50 flow versions to update 1-2 things at a time, and we create a scalable, deployable, and most of all, efficient, solution for a client. #SoCalDreamin2024 #SoCalDreamin #Salesforce #SalesforceOhana #SalesforceAdmins #SalesforceDeveloper

I just completed the "Develop Custom Code Solutions for Vault Platform" course from Veeva Training Services. This self-paced and on-demand course equips learners with the tools and best practices needed to develop integrations and deliver custom capabilities in Vault. The knowledge and skills acquired in this training are essential for working with Vault application suites and serve as a solid foundation for further Vault Developer training. Elevate your developer skills and explore the world of integrations and custom capabilities within the Vault Platform. Learn more and enroll here: https://lnkd.in/dH8m4d3a #developer #training #integration #unification #extension #VaultCapabilities #platform

What if you could unlock the ultimate Document Management experience? With XfilesPro, you're not just managing your #Salesforce documents - you’re mastering them. Tag, Access, and Achieve unparalleled success! 🚀 Explore Now with FiDo, the Navigator👉 https://lnkd.in/gSCrRYb2 #Salesforce #AppExchange #XfilesPro #DocumentManagement

🛠️ Day 30, the Final Day of my “Learn 30 Technologies in 30 Days” Challenge: OrgCheck 🛠️ Today, I wrapped up my challenge by diving into OrgCheck. This powerful tool simplifies the identification of technical debt in Salesforce. With OrgCheck, I can quickly review Apex triggers, monitor user login activity, and audit permission sets to see which ones are assigned or unused. It also provides a comprehensive view of automations, including workflows, process builders, and flows, making it easy to identify which is active and missing descriptions. OrgCheck has proven invaluable for maintaining a clean and efficient Salesforce environment. #30Learn30 #SalesforceAdmin #OrgCheck #TechnicalDebt #SalesforceEfficiency #ProcessOptimization

For B2B #SaaS clients and Large Enterprises with diverse portfolios, #smartRules is the answer! Effortlessly customize processes across dimensions like geography or org structure with ease. Embrace the power of flexibility and conquer complexity!

🦑 Day 18 of my “Learn 30 Technologies in 30 Days” Challenge: Octopus 🦑 Today, I delved into Octopus, a native Salesforce application perfect for documenting all items in a Salesforce org. It offers a straightforward solution that provides understanding of a Salesforce environment. #30Learn30 #Octopus #SalesforceAdmin #Trailhead #Documentation

For B2B #SaaS clients and Large Enterprises with diverse portfolios, #smartRules is the answer! Effortlessly customize processes across dimensions like geography or org structure with ease. Embrace the power of flexibility and conquer complexity!

Seamlessly support simple or deeply nested configuration structures. Our intuitive UI simplifies complexity, making it a breeze for end-users to manage settings. Embrace efficiency and empower your team with smartSettings! #smartSettings