How To

Build a Search Tool Using Flow

This blog post was inspired by a flow question asked by fellow MVP Toya Gatewood. This one’s for you, Toya! Here are a few lessons learned from implementing this use case: Create an interactive flow with dynamic record choice and loops. Learn how to invoke a flow and pass parameters into a flow from a custom… Continue reading Build a Search Tool Using Flow

Salesforce Release

I Guest Blogged On the Salesforce Admin Site

I was truly honored when Salesforce invited me to guest blog for the Salesforce Admins site about the upcoming Summer ’17 Lightning Experience enhancements. There are so many release features to choice from, I just picked a handful. Hope you like them. Click on the image below to access my blog post. Enjoy! Jen  

How To

Create a Person Account For New Email-to-Case

This blog post was inspired by Randi Thompson. Here’s to you, Randi! Here are a few lessons learned from implementing this use case: Learn how to invoke flow from process builder. Use custom labels to avoid hardcoding Salesforce record type Ids in flow. Provide descriptions, where provided, in Salesforce. This may be tedious step, I… Continue reading Create a Person Account For New Email-to-Case

Salesforce Release

Summer ’17 Release Highlights

Summer is my favorite season. I think of very warm weather, hanging out by the pool, enjoying the outdoors and vacationing. Please take me there now. As I write this blog post, it is still in the 50s, rainy and dreary. Are you all caught up on the 540 (gasp!) pages of Summer ’17 release notes?… Continue reading Summer ’17 Release Highlights

Salesforce Release

Summer ’17 Salesforce Mobile Highlights

The list of Summer ’17 features below only apply to the Salesforce mobile experience. There are additional Summer ’17 features available to Lightnin Experience only and Salesforce Classic only and both Lightning Experience and Salesforce Classic. Visit the  Summer ’17 Release Highlights post. Everything new in SF1 Rich Text Editors Reenabled for LockerService. Previously, when LockerService was activated… Continue reading Summer ’17 Salesforce Mobile Highlights