Entries by Alex Edelstein

Advanced NBA: Using Apex Actions to Empower Team Manager to Set Team Priorities via Next Best Action Recommendations

Next Best Action enables you to provide agents, salespeople, and other employees with a customized list of prioritized recommendations every morning. In this sample app, which can be installed as a package, prioritization of tactics is managed by service team leaders, who can establish and change the priorities freely without the involvement of admins. This […]

Sebastiaan de Man: Create Customized Knowledge Articles with Flow

Starting with a Salesforce Knowledge article, insert variables using the {!VariableName} convention like this: Create a flow that has these variables as … variables Use the recordId variable to get the KnowledgeArticle record, based on MasterVersionId: Get the fields to show: Set the variables with the values you need to use (I used default values […]