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Auto-Lock Records with Process Builder I eventually get this request at every company I’ve worked with. I want to be able to “lock” a record after some sort of criteria. [...]

Sometimes there are multiple ways to complete the same goal within Salesforce. Not every method is going to be very admin-friendly. For example, I want to send an email when the Opportunity is [...]

Lightning Process Builder: Getting Familiar The Lightning Process Builder is the future version of Workflow Rules. It’s builds on top of the foundation of Visual Workflow and is [...]

The world of Salesforce automation is becoming more crowded and complex then ever before! Spring ’15 added some new tools to the arsenal. When do you use which? What are the benefits over [...]

Happy Dreamforce everyone! This post ends Wizard New’s Dreamforce special on the Process builder. Three whole posts in one week! I hope you’ve been finding the information on the new [...]

Yesterday, I introduced the Process Builder. Today, I’m going to do a deeper dive and show you more of the different actions we can take with the process builder. The process builder has [...]

Happy Dreamforce everyone! By now, everyone has seen and heard about the great Process Builder. Maybe you even came to my session on Monday where I talked about it with the Workflow Product [...]

Lightning Flow Builder – Decision Element The Decision Element is one of the most important elements we have in Lightning Flow Builder. It is the only way we can add logic and pathways to [...]

Lightning Flow Builder – Screen Flows Lightning Flow Builder is unique automation tool in Salesforce. You can build Screen Flows, Flows that use the Screen element to display information [...]