Florencia Mouriz

Experience

Florencia Mouriz is a professional with over two years of experience at Xappex, where she has performed as a Technical Support Agent and Coordinator, and Technical Writer. In this role, Florencia provides support to customers while creating educational content and tutorials that guide users through the implementation of Xappex tools with Salesforce. Her contributions seek to enhance customer understanding and optimize the use of these tools.

Before joining Xappex, Florencia gained valuable experience participating in diverse projects for other companies, where she worked as a Salesforce Administrator and implemented Vlocity solutions. She has an extensive background in Salesforce ecosystems and is determined to deliver impactful results for our company.

Based in Tandil, Bs As, Argentina

To learn more about Florencia’s experience and connect with her, visit her LinkedIn profile

Education

Trailhead by Salesforce – https://trailblazer.me/id/mmouriz

Egg Education – Front End Developer

Universidad Tecnológica Nacional – Agile Testing with Tools

Academia QA – Basic Software Testing

Socials

Florencia Mouriz Posts

Dynamic Dashboards in Salesforce: How to Create and Use Them

By Florencia Mouriz / February 13, 2025

Salesforce Dynamic Dashboards are powerful tools that enable users to visualize data in real-time, access reports with detailed insights, and make data-driven decisions. They offer personalization, flexibility, and efficiency, making them essential for businesses aiming to maximize the value of their data. With role-based access, users see only the information relevant to them, improving security…

Salesforce Opportunity Stages: A Complete Guide

By Florencia Mouriz / January 27, 2025

Salesforce opportunity stages are essential for effectively managing the sales pipeline. They provide a clear framework for tracking deals and moving them through the sales process. Each stage represents a critical step, helping teams monitor progress, address roadblocks, and ensure smooth transitions. By focusing on these stages, sales teams can improve forecasting accuracy, better prioritize…

Conditional Filter on Edit Screen Salesforce: A Complete Guide

By Florencia Mouriz / January 23, 2025

Conditional filters are a powerful feature in Salesforce customization that allow admins and developers to display or hide sections or components on an edit screen based on specified criteria. By dynamically adapting the user interface to the context of a record or user action, conditional filters help streamline workflows and improve user experiences. Using conditional…

Cloning Salesforce Opportunities

By Florencia Mouriz / January 15, 2025

Cloning opportunities in Salesforce is a powerful feature that allows sales teams to save time and maintain consistency when managing their sales pipeline. By copying existing opportunities, sales reps can simplify processes, replicate successful deals, and ensure accurate data entry, improving productivity and efficiency. What Does It Mean to Clone an Opportunity in Salesforce? Cloning…

Where to Find and Configure Email Alerts in Salesforce Flows

By Florencia Mouriz / December 18, 2024

The Importance of Email Alerts in Salesforce Flows Email alerts in Salesforce Flows are powerful tools for automating notifications and improving efficiency in business processes. By sending timely, automated emails based on certain triggers, businesses can make sure important information reaches the right people. This process requires no manual work. This functionality not only improves…

Enhancing Salesforce RecordAlertsWrapper with Additional Field

By Florencia Mouriz / December 12, 2024

Learn how to add additional fields to Salesforce RecordAlertsWrapper output. Enhance your Salesforce alerts with customized data for better insights. Salesforce RecordAlertsWrapper: Adding Additional Fields to Output The RecordAlertsWrapper in Salesforce is a custom Apex wrapper class designed to encapsulate and manage alert-related information for records. It serves as a data structure to group…

Using Salesforce SOQL Datatable with Click-to-Call Functionality

By Florencia Mouriz / December 2, 2024

Learn how to set up Salesforce SOQL datatable with click-to-call functionality. Simplify communication, improve productivity, and maintain data consistency. Salesforce SOQL Datatable with Click-to-Call Functionality The Salesforce SOQL Datatable is a powerful tool for displaying Salesforce data in a dynamic, interactive table using SOQL queries. It simplifies data visualization and allows users to view, sort,…

Salesforce Opportunity Product History Tracking Guide

By Florencia Mouriz / December 2, 2024

Learn how to easily track Salesforce opportunity product history and update history with field tracking setup for better data management. Salesforce: Track Update History for Opportunities Field History tracking in Salesforce is a powerful feature that allows users to monitor changes in data over time. For opportunities, this tracking can include updates to fields such…

Updating a Row in a Salesforce Data Table Using Flow: A Quick Guide

By Florencia Mouriz / November 19, 2024

Discover how to update a row in a Salesforce data table using Flow with this straightforward guide. Perfect for Salesforce admins and developers looking for efficient data update solutions. Salesforce Flow: Update a Row in a Data Table Salesforce Flow is a very helpful tool designed to automate complex business processes. With Flow, users…

Managing Field-Level Security in Salesforce

By Florencia Mouriz / November 6, 2024

Field-level security in Salesforce is a useful tool. It lets admins control access to specific fields in an object. This adds an important layer of data protection. By managing who can view or edit certain fields, organizations can protect sensitive information and improve overall data security. Here, we’ll look into how field-level security works, why…