Dynamic Related List in Salesforce?

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Omnistudio Introduction:

Salesforce is a leading customer relationship management (CRM) platform that empowers organizations to manage their sales, service, marketing, and other critical processes. While Salesforce offers powerful customization and development capabilities, the traditional development process on the platform can be time-consuming and complex. To address these challenges, Salesforce has introduced Omnistudio, a suite of tools and services that streamline and accelerate application development on the Salesforce platform.

In this blog post, we'll explore the features and benefits of Omnistudio Salesforce and how it simplifies the development experience.

Omnistudio Salesforce:

Omnistudio Salesforce is a comprehensive suite of development tools that enhances the Salesforce development experience. It includes several components and services, including Lightning App Builder, Visualforce, Apex, Salesforce DX and more.

Omnistudio Salesforce enhance developers to build custom apps, extend Salesforce functionality, and integrate with external systems, all in a unified and easy-to-use environment.

Key features and benefits of Omnistudio Salesforce:

Lightning App Builder:

Omnistudio Salesforce includes Lightning App Builder, a drag-and-drop interface that enables developers to quickly build custom Salesforce applications. The intuitive interface and pre-built components allow developers to design and assemble applications without writing extensive code. This feature significantly reduces development time and enables rapid application prototyping.

Visualforce and Apex:

Omnistudio Salesforce gives developers access to Visualforce and Apex, Salesforce's proprietary programming languages. Visualforce enables the creation of custom user interfaces and pages, while Apex gives developers the ability to add business logic and automate processes on the Salesforce platform. These powerful tools enable extensive customization and tailoring of Salesforce applications to meet specific business needs.

Salesforce DX:

Salesforce DX, which is integrated with Omnistudio, provides a modern development environment and toolset for building, testing, and deploying applications on the Salesforce platform. It enables developers to collaborate effectively, manage source code with version control systems, and automate deployment processes. Salesforce DX increases productivity, facilitates team collaboration, and ensures seamless management of the application lifecycle.

Integration capabilities:

Omnistudio Salesforce simplifies Salesforce integration with external systems and APIs. Developers can use pre-built connectors such as Salesforce Connect to seamlessly access data from multiple sources and view it directly in Salesforce. This feature empowers organizations to consolidate information, improve data visibility, and streamline business processes.

Improved collaboration and governance:

Omnistudio Salesforce promotes collaboration and governance within development teams. It provides a centralized environment for developers, administrators, and stakeholders to collaborate, share ideas, and work together on projects. In addition, Omnistudio Salesforce provides tools for managing access permissions, version control, and code reviews that ensure compliance and a high level of governance throughout the development process.

Case study:

ABC The company's success with Omnistudio Salesforce:

ABC Company, a global distribution company, wanted to streamline its sales processes and improve data management using the Salesforce platform. With the help of Omnistudio Salesforce, the development team was able to create a custom sales application tailored to the company's specific needs. Using Lightning App Builder, an intuitive user interface was designed with drag-and-drop components and integrated with existing Salesforce modules. Using Visualforce and Apex, they added advanced functionality and automated sales workflows. Omnistudio Salesforce's collaborative features enabled the team to work together seamlessly, ensuring effective communication and efficient project delivery. As a result, ABC Company was able to increase sales productivity, improve data accuracy, and increase customer satisfaction.


Omnistudio Salesforce empowers developers to realize the full potential of the Salesforce platform by simplifying and accelerating application development. With its powerful features such as Lightning App Builder, Visualforce, Apex, Salesforce DX, and integration capabilities, Omnistudio Salesforce enables organizations to customize, extend, and integrate Salesforce applications to meet their unique needs. By the development process and fostering collaboration, Omnistudio Salesforce empowers organizations to drive innovation, increase productivity, and deliver exceptional customer experiences within the Salesforce ecosystem.


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Create Price Rule in Salesforce CPQ (SBQQ)

Create Price Rule in Salesforce CPQ (SBQQ)

Price Rules are a powerful tool of the Salesforce CPQ. They allow admins to conditionally update the value of just about any field on the quote line, the quote line group, or the quote record itself.

Price rule structure:

The structure of a price rule typically involves three related records.

  • Price Rule
  • Price Condition
  • Price Action

How to Create Price rule in Salesforce CPQ

Consider, Client is running a promotion related to an upcoming trade show. It wants to reduce the price of the Smart blinds product to $125 if sales reps enter “trade show” in the quote’s ReferralCode__c field.

Go to App Launcher find the Salesforce CPQ app then click

Now click the Price Rule Tab

Step1:First condition :

put the price condition in related list of price rule

Put the filter as per given condition

Step 2: The second condition Select object, field, and index.

Filter condition:

Step 3: put the price action in the related list of price rule:

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What is a Health Cloud?

What is a Health Cloud?

Salesforce Health Cloud is a cloud-based technology to the world of healthcare.

The primary objective is to keep all the patient information in one place. It helps health workers to have a complete view of patient records, and it also helps provide effective solutions.

Health Cloud supports the standard Salesforce data schema. You can map clinical data from a source EHR system to Health Cloud objects and fields that hold patient data.

Patient Centred Healthcare is the New Reality

The Manageable Care Act and outcome-based policies create mandates and incentives for providers, payers, medical device and pharmaceutical companies to focus better on patient care and satisfaction.

At the same time, patient expectations for information, interaction and access have risen incredibly.Salesforce Health Cloud uses the cloud power, social and mobile technologies to generate an environment that enables everyone from admins to patients to specialists to get the information they need at any time and on any device.

Benefits of Salesforce Health Cloud

The Salesforce Health Cloud is a customer relationship management (CRM) solution that emphasises care management, patient experience, and a customer-friendly system design.

Here are some of the advantages:

  • With easy-to-use dashboards and automated forms, you can reduce mistakes and automate activities.
  • On one page, patients can see their whole health history, contact information, insurance plans, pre-existing health issues and prescriptions.
  • Data from equipment like medical devices, sleep habits, exercise, and glucose levels are collected.
  • Patient classification by condition, drug type, age, or any other criteria. This is how the Salesforce Health Cloud can deliver beneficial and rich insights. It may even be assessed how patients engage in treatments and therapies, as well as why they choose to stop using them. This data may be used to design innovative solutions for better outcomes.
  • Health Cloud : employs charts and a colour-coded technique to provide data in easy to understand formats, making it more easier than ever to access the information that is needed for customers.

Objects in Salesforce

The Salesforce Health Cloud provides a rich set of standard and custom objects to store patient information as well as to access the specialised health information.

Objects used by Salesforce Health Cloud to manage patient data:

Account: In Health Cloud, the Account object represents a patient (person) rather than a business or an organisation and it is also linked to contact object records. Account object also plays a major role for the transactions that occur related to the patient.

Contact:In Health Cloud, the Contact object represents the people who are associated with the patients like family members and specialists who are outside, and it must be related to the Account object. The Contact object supports communication within the private patient community. Care team members will be added as external contacts; these external contacts won’t get access to the community as well as to community users and contacts.

User :In Health Cloud, there are internal salesforce users as well as community users. Internal users have some set of access to the records and they will have access to patient records. Community users don’t have access to patient records.

Case Team Member : In Health Cloud, it represents a Patient Care Team Member. Case team members can only be contacts and they cannot log into salesforce but can communicate via Chatter.

Problems : Each Care Plan has a list of clinical or non-clinical health issues that must be addressed. The treatment for the patients based on their conditions are managed and represented in the care plan problem custom object.

Tasks : In Health Cloud, it represents an activity like phone call, a medical appointment, etc

How To Set Up Health Cloud

  • Install health cloud

    It is a managed package. We need to install a health cloud managed package in our org. So that we can begin implementing a health cloud for our users.

  • Define your domain name

    We can choose a name for our domain and it will be used to register it with Salesforce domain registries worldwide.

  • Choose how to represent health cloud members

    We can represent health cloud members as person accounts or by individual data model

  • Configure health cloud profiles

    We can give them access to the health cloud fields and records by adjusting the user profiles.

  • Set field access

    It specifies the access level for each field in an object. Before giving the access to the users, make sure these users want to access the standard fields.

  • Control Access to patients

    We can use the sharing settings to control the access to specific patients.

Salesforce Health Cloud features

  • A comprehensive patient overview

    It provides highly accurate information such as the patient’s health history, pending treatment plans and check-ups, care team network, and the components of medical records in a hospital.

  • Storage of Data:

    The health cloud can store large amounts of data in multiple forms such as heavy patient information and history files, scans, and lab results. The data is protected by EHR device integration and HL7 integration.

  • Real-time Communication :

    The cloud ensures that patients remain in contact.In fact healthcare organisations and professionals can get the accurate time health care advice for patient’s benefits.

  • Care Plan setting made easier :

    For addressing any of the health concerns and giving the best possible solution,easy and simple care plans could be created based on the requirements of each patient.

  • Sales and Medical Devices Upgradation :

    Due to Platform centralised data which produces important insights and allows job automation across numerous devices.The Salesforce Health cloud can be used by medical equipment manufacturers in sales.

EHR Integration

Salesforce health cloud gathers up existing EHR (electronic health records) and moreover, offers an integrated and centralised view of all the tasks of medical treatment plans. When the salesforce health cloud is integrated with EHR, it provides the following benefits:

  1. A holistic patient view drives excellent results.
  2. Works as a modern iPaaS (integrated- platform-as-a-service), allowing smoothless flow of critical data easily & quickly.
  3. Provides a fully collaborative hub.
  4. Improves decision-making and faster care delivery.
  5. Streamline workflows to enhance staff performance and satisfaction.
  6. Ensures compliance & data governance therefore minimise the risk taking.


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Generally Product rules are made in Salesforce CPQ to evaluate product options within a bundle, or a quote, or a quote line against some conditions (Error Condition), and if conditions are fulfilled as per Client requirement then perform ‘Actions’ in that response. These Rules are very useful in enforcing business logic during configuration and in giving feedback to Sales reps regarding product selection.

Scenario: Create a Validation Product Rule to Limit the Number of Warranty Product should be Equal to Number of Hardware Product (in our Case CARS, Keys,Toolkits are hardware product in our Bundle)

Step 1: Create a Summary Variable to get Sum of “Hardware (Tata Cars)”

  • Click Summary Variables from the navigation bar.
  • Click New.
  • In the Variable Name field, enter Sum of Hardware (Tata Cars).
  • For the Aggregate Function field, choose Sum.
  • For the Aggregate Field field, choose Quantity.
  • For the Target Object field, choose Product Option.
  • For the Filter Field field, choose Product Code.
  • For the Operator field, choose equals.
  • In the Filter Value field, enter HARDWARE (We have given Product Code as HARDWARE for Hardware Products
  • Click Save.

Step 2:Create another Summary Variable to get Sum of the Warranty

  • Click Summary Variables from the navigation bar.
  • ClickNew.
  • In the Variable Name field, enter Sum of Warranty (Tata Cars).
  • For the Aggregate Function field, choose Sum.
  • For the Aggregate Field field, chooseQuantity.
  • For the Target Object field, choose Product Option.
  • For the Filter Field field, choose Product Code.
  • For the Operator field, choose Contains.
  • In the Filter Value field, enter WARRANTY.
  • Click Save.

Step 3: Create a Validation Product Rule


  • Click Product Rules from the Navigation bar.
  • Click New.
  • In the Product Rule Name field, enter Warranty Sum should be Equal to Sum of Hardware Product.
  • For the Type field, choose Validation.
  • The Scope field remains as Quote since you need the rule to run on the quote in general, not within a specific bundle.
  • For the Evaluation Eventfieldchoose Save
  • Check Active
  • For the Conditions Met field, choose All
  • In the Message field, “Please Check !! Sum of Warranty should be Equal to Sum of Hardware Product.”
  • Click Save


Step 4: Create an Error Condition to Leverage a Summary Variable

  • In the Error Conditions related list, click New.
  • Index:10.
  • In the Tested Variable field, search for and select Sum of Warranty (Tata Cars).
  • For the Operator field, choose less than.
  • For the Filter Type field, choose Variable
  • In the Filter Variable field, enter Sum of Hardware(Tata Cars).
  • ClickSave.

Step 5: Create an Error Condition to Leverage a Summary Variable

  • In the Error Conditions related list, click New.
  • Index:20.
  • In the Tested Variable field, search for and select Sum of Warranty (Tata Cars).
  • For the Operator field, choose Greater than.
  • For the Filter Type field, choose Variable
  • In the Filter Variable field, enter the Sum of Hardware(Tata Cars).
  • Click Save.


Step 6: Save configuration rule by making it Active as per picture

Final Step Testing: Test the Validation Rule Click Accounts in the Navigation bar.

  • Click The Name of Account.
  • Click the Related tab.
  • From the Quotes-related list, click Q-XXXX.
  • Click Edit Lines.
  • Click Add Products..(Warranty, Tata Cars, Keys, Toolkit)
  • Update the quantity of the Warranty
  • Click Save.

If Sum of all Hardware Products is not equal to Sum of Warranty Products then this validation rule will fire and then it does allow to save this quote.



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