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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 [...]

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 [...]

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 [...]

Dreamforce 2014 is a few weeks behind us and many of the sessions have now been posted as videos. Unlike past years, the videos are not being posted to YouTube. Instead the videos can be found on [...]

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 [...]

Happy Dreamforce everyone! This post ends Wizard New’s Dreamforce special on the Process builder. Three whole posts in one week! I hope you’ve been finding the information on the new [...]

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 [...]

In my last post, I provided an example of marrying Flows with Apex . This post we’re looking at a different marriage, between Workflow Rules and Flow, or “Headless Flows.” [...]