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

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

Salesforce Release

Spring ’18 Salesforce Lightning Experience Only Highlights

The list of Spring ’18 features below only apply to the Salesforce Lightning Experience. There are additional Spring ’18 features available to both Lightning Experience and Salesforce Classic, Salesforce Einstein Enhancements as others in the Spring ’18 Release Highlights post. Note: These features are not listed in any specific order. Options for lead conversion. As an administrator,… Continue reading Spring ’18 Salesforce Lightning Experience Only Highlights

Dreamforce

My Dreamforce ’17 Recorded Sessions

At this past Dreamforce ’17, I became a 2x Dreamforce presenter. Here are the recordings from my two Dreamforce ’17 sessions. I presented with MVPs Mike Gill, Chris Edwards and Rakesh Gupta last year at MVP Process Automation Showdown. This year when we pitched our session idea, we decided to make this bigger by extending… Continue reading My Dreamforce ’17 Recorded Sessions