Dreamforce Follow- up: Know When to Flow ‘Em At Dreamforce, Mark Ross, Bill Takacs and I did a session called “Know when to Flow ‘Em.” The goal was to provide some simple examples of using [...]
Wizard’s Apprentice: Debugging Flow I know it’s been a while since the last Wizard’s Apprentice video. Sorry about that. It’s amazingly difficult to find time to record [...]
Salesforce’s Summer ’15 release is here and does it have some whoppers in it. There are some great features in there like being able to delete an inactive Process or Flow right away [...]
Visual Workflow Product Validation We’re switching tracks just a little bit. This episode, we look at how we can use Visual Workflow to validation Opportunity products when we Close Win an [...]
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 [...]
Visual Workflow: Loops, Assignments, and Fast Elements In Episode 3,Power of the Flow, we looked out how our end users can use Visual Workflow. This episode we examine Loops including the Loop [...]
Visual Workflow: Power of the Flow In our last episode, Visual Workflow: Record Create, we built a Flow that creates a Contact and an Account at the same time for our users. This episode we look [...]
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.