Thank you, Elna Miller and Salesforce, for having me on Lightning Lounge for the presentation “Top Lightning Features in Spring ’18 with MVP Jen Lee.” In this Webinar, I share resources for learning about Lightning, give an overview of Automation Hour, talk about the Spring ’18 Lightning App Builder, Chatter and Lightning Components with Flows… Continue reading [Recording] Lightning Lounge: Top Spring ’18 Lightning Features with MVP Jen Lee
(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
I am excited to see my Idea listed as one of the ideas to be delivered in the near future at Parker Harris’ True to The Core Dreamforce 17 session and to be in the pilot for referencing custom metadata types in validation rules. Thank you, Vlad! Note: The blog post will cover a description… Continue reading (Spring 18 Preview) Reference Custom Metadata Type Records in Validation Rules (Pilot)
[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.
[Note: This use case/solution can be implemented in both Classic and Lightning Experience.] While process builder has the ability to post to chatter, its capabilities are a bit simplistic. In process builder, you can post to a user, a chatter group or the record. There is no ability to @mention multiple users dynamically. Users can… Continue reading Automate Chatter Post That @Mentions Several Users
‘ For those who have added products to an opportunity in Salesforce, you know that you need to specify a quantity and sales price for each product added which overrides the opportunity amount. However, not all industries sell products that way, especially the financial services industry as an example. Prices for financial instruments are based… Continue reading Add Product(s) to an Opportunity W/O Specifying Quantity and Price
This is the last of four separate posts that will cover each record attribute shown on the flow screen on the Contact record. Previous blog posts: High level overview of individual posts: Highlight Record Attributes Using Flow [Lightning Experience] Highlight Account Record Attributes on the Contact Record [Lightning Experience] Highlight Account Contact Relationship Attribute on… Continue reading Highlight Open Cases on the Contact Record [Lightning Experience]