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April 12, 2024

Retrieve Value from Custom Metadata in Flow without Get Records Element

Did you know you can fetch Custom Metadata values in Salesforce Flow without the need for the "Get Records" element?


Here's how:

You can set up custom metadata in your org to store discount percentages based on customer tiers.


To retrieve these values without "Get Records," create a formula-type resource and use this formula:{!$CustomMetadata.Metadata_API_Name.Record_Name.Field_API_Name}


You'll retrieve the metadata value without relying on the "Get Records" element.


Enjoy!

April 02, 2024

How Salesforce Transforms the Real Estate Game


The world of real estate is a high-stakes dance between agents, clients, and properties. In this dynamic market, staying ahead of the curve requires not just hustle, but also smart technology. Enter Salesforce, the CRM giant, and its surprising impact on the industry.

Traditionally, real estate agents juggled mountains of paperwork and rolodexes overflowing with contacts. But Salesforce offers a digital oasis, a central hub for everything "client" related. Imagine a system that remembers every buyer's dream home wishlist, or a platform that automates tedious tasks, freeing you up to focus on closing deals.

Here's how Salesforce empowers real estate players:

. Become a Client Whisperer: Salesforce gives you a 360-degree view of your clients. Past interactions, property preferences, and even birthdays – all accessible with a few clicks. This goldmine of data allows you to personalize your approach, building stronger relationships and fostering trust.

. Automated Awesomeness: Say goodbye to repetitive tasks! Salesforce automates email follow-ups, generates reports, and even schedules appointments. This frees up valuable time to strategize, network, and show properties.

. From Leads to Legends: Never miss a hot lead again. Salesforce streamlines lead management, helping you nurture potential clients with targeted communication and convert them into loyal customers.

. Data-Driven Decisions: Forget gut feelings, leverage real data! Salesforce's powerful analytics provide insights into market trends, buyer behavior, and your own performance. Make data-driven decisions to optimize your marketing strategy and maximize success.

. A Team Effort: Real estate is often a team sport. Salesforce fosters seamless collaboration, allowing agents, brokers, and property managers to share information and work together seamlessly.

Salesforce isn't just software, it's a superpower for the modern real estate professional. It's about leveraging technology to build stronger relationships, close more deals, and ultimately, transform your business from good to great.