How To

Passing Multi-Select Values From One Object to Another Object

(This solution works in both Classic and Lightning Experience.) This blog post was inspired by a use case from Stephanie Herrera where she needed to push an opportunity record’s multi-select picklist values to a custom object for data quality review.   Ok, ok, ok…I know, multi-select picklists are evil. This is the infamous image from… Continue reading Passing Multi-Select Values From One Object to Another Object

How To

The flow failed to access the value for myVariable_Field because it hasn’t been set or assigned.

[Note: This use case/solution can be implemented in both Classic and Lightning Experience.] I’d like to give a shout out to my community friend, John Lay, for being the inspiration for this blog post. He had recently reached out to me on advice on this very error in his process. Ever create a process that… Continue reading The flow failed to access the value for myVariable_Field because it hasn’t been set or assigned.

Salesforce Release

Spring ’18 Release Highlights

  I wouldn’t mind fast forwarding past actual winter into spring. I can bypass the bitter cold, snow and ice. Wouldn’t you? During the winter break, I did the nerdy thing and read through the 437 pages Spring ‘18 release notes yet. So, you can read through the HTML or PDF version yourself or take… Continue reading Spring ’18 Release Highlights

Salesforce Release

Spring ’18 Salesforce Classic & Lightning Experience Highlights

The list of Spring ’18 features below only apply to both Salesforce Classic and Lightning Experience. There are additional Spring ’18 features available to Lightning Experience only and others in the Spring ’18 Release Highlights post. Note: These features are not listed in any specific order. Flow Enhancements: Build slicker flow screens with help from Lightning Components. The component… Continue reading Spring ’18 Salesforce Classic & Lightning Experience Highlights

Salesforce Release

Spring ’18 Salesforce Mobile Highlights

The list of Spring’18 features below only apply to the Salesforce mobile experience. There are additional Spring ’18 features available to Lightning Experience only, both Lightning Experience and Salesforce Classic as well as other categories listed in the Spring ’18 Release Highlights post. Add account team members to the opportunity team in one click. Google and Microsoft (Microsoft® Exchange… Continue reading Spring ’18 Salesforce Mobile Highlights

Salesforce Release

Spring ’18 Salesforce Einstein Enhancements

The list of Spring’18 features below only apply to Communities. There are additional Spring ’18 features available to Lightning Experience only, both Lightning Experience and Salesforce Classic as well as other categories listed in the Spring ’18 Release Highlights post. Use the Einstein Readiness Assessor to see if you’re ready to start using Sales Cloud Einstein. Available in Salesforce… Continue reading Spring ’18 Salesforce Einstein Enhancements