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.
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 [...]
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 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 [...]
Hey Wizard news Fans! I’m proud and honored to have Pete Fife as my second guest author. So read on Wizard News fans! Read On – The Editor What salesforce does is simply amazing. [...]