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Sometimes, users just need a bit more guidance. Maybe it’s for a new process or maybe it’s a complex process where users often forget important steps. Path is a solution for this. It [...]

WizardCast Salesforce Ideas Highlight Spring 2017 Episode 46 Click logo to subscribe RSS Feed http://wizardcast.libsyn.com/rss HELP US SPREAD THE WORD! We’d love it if you could please [...]

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. [...]