Flow

Visual Workflow: Record Create In Episode 2: Building a Flow, we built a simple example Flow. Now let’s build our first actual useful Flow to create an Account and Contact at the same time. [...]

Building your First Flow In Episode One: Getting Familiar, we took some times to learn how to navigate around the Visual Workflow feature. Now, let’s actually build a Flow!

Getting Familiar saleforce.com’s Visual Workflow can seem overwhelming at the beginning. Before we start building our first Flow, let’s start by getting familiar with the tools.

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 [...]

Hey there Wizard News fans! I love writing blog posts and trying to pass on the little tricks, tips, and cool things that I’ve learned how to do with Salesforce. I started blogging for the [...]

Custom Permissions are now available in Process Builder too! Check out my how to here: https://thewizardnews.com/2018/01/19/power-custom-permissions-process-builder/ At the start of the new year [...]

I started taking piano lessons when I was a toddler. I took lessons all the way through highschool. For 15 years nearly everyday I had to sit down at the piano for thirty minutes and practice. [...]

I know this title would have been better for Halloween. Just think of the scary title not in honor of Halloween, but has a foreshadow of the scary times to come – Holidays with the extended [...]

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 [...]