How To

Excerpt from SED17 Presentation: Visual Flow Tips & Tricks

At Southeast Dreamin’ 17, I delivered a presentation called “So, You Want to Go With the Flow But Don’t Know How?” In that presentation, I reviewed 10 tips and tricks for those who are starting out with visual workflow. Here they are… 1. A flow can only perform an operation if the running user has permission to… Continue reading Excerpt from SED17 Presentation: Visual Flow Tips & Tricks

How To

Lightning Experience: Add Case Comments Using a Flow Screen/Embedded Flow Component

Salesforce introduced Lightning Experience (LEX) in its Winter ’16 Release. With each of its seasonal releases, Salesforce continues to release enhances to Lightning Experience and starts addressing the features gap between LEX and Classic. One of the current features gap is the ability to add case comments to a case. This was surprising to me since… Continue reading Lightning Experience: Add Case Comments Using a Flow Screen/Embedded Flow Component

How To

Maximize Maintainability With Process Builder and Componentized Visual Workflow

I presented the contents of this blog post at Dreamforce 16 in the Developer track. Are you an intermediate #AwesomeAdmin looking to kick your business logic skills up a notch by creating more efficient, easily maintainable processes to automate common business logic, using clicks, not code? Think outside the box and componentize your visual workflows… Continue reading Maximize Maintainability With Process Builder and Componentized Visual Workflow

How To · Uncategorized

Standard Email Message Object Process Builder/Flow Use Case: Create Task when Follow Up Email Sent

Salesforce introduced email message as its own standard object in Summer 16. FINALLY, it is no longer a task in Salesforce! Now, that it is its own object, you can add custom fields, write validation rules, triggers, process builder and flows. The email addresses are stored as text fields with no association to the user… Continue reading Standard Email Message Object Process Builder/Flow Use Case: Create Task when Follow Up Email Sent

How To

Populate the WhoCount on an Event using the Wait Element in Visual Workflow

If you have a Salesforce org that allows users to relate multiple contacts to tasks and events, at some point, you may have a requirement to show the number of contacts associated to a given event. Let’s take a few minutes to talk about the structure of events in Salesforce. For Salesforce orgs that do… Continue reading Populate the WhoCount on an Event using the Wait Element in Visual Workflow

How To

Capture Selected Field History Data Using Process Builder/Flow

It’s great that we are able to track up to 20 fields on an object for changes (up to 60 fields per object if you purchase the Field History feature for an additional fee). But what if you want to do something with the information or want to retain that information in Salesforce? While you… Continue reading Capture Selected Field History Data Using Process Builder/Flow

How To

Temporarily Remove a Permission Set w/ Process Builder & Flow

For those Salesforce organizations, especially those who store PII (personally identifiable information) or PHI (protected health information) data, security requirements may dictate that Salesforce access is locked down and users are to only use SSO (single sign-on) to authenticate into Salesforce. However, having the “Is Single Sign-on Enabled” system permission does result in some limitations… Continue reading Temporarily Remove a Permission Set w/ Process Builder & Flow