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.
A Wizard News’ Quick Update Earlier this morning, the first post on our new hosting site went live. You may have noticed a change from the prior look and feel. There are more changes [...]
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 folks, by the time you read this, I’ll be at the Twin Cities super-uber Use group presenting on the Lightning Process Builder. There’s a lot going on so instead of a normal blog [...]
It eventually happens, your Salesforce administrator leaves. Perhaps you’re the manager, or one of the other admins on the team. Maybe you’re the new administrator who is taking over. [...]
Hey Wizard News fans! I’m on vacation with my family right now. As you read this, I may be watching the kids go crazy on the TeaCups at DisneyWorld or maybe I’m riding a orca whale [...]
Emails make the world go round. Well at least they make my inbox round (digital fat joke). Experienced users and admins know you can send emails from Salesforce completely ad hoc or by using [...]
Salesforce is a fantastic tool. You can quickly create new Objects, fields, validation rules and workflow rules. There are always a few nifty tricks that admins can use to help speed things up [...]
Last week, I showed you the amazing things you can do with Custom Permission. In my post, Custom Permissions: The Joy of Flexibility in Validation Rules and Workflow I alluded that this [...]
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 [...]
