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

How To

Highlight Open Cases on the Contact Record [Lightning Experience]

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]

How To

Highlight Open Opportunities on the Contact Record [Lightning Experience]

This is the third of the 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… Continue reading Highlight Open Opportunities on the Contact Record [Lightning Experience]

Salesforce Events

My Dreamforce ’17 Sessions

(Work)Flows, Processes, Triggers & More…How to See the Forest for the Trees I am excited to be a second time speaker at Dreamforce ’17 in November. I will be presenting an Admin theater and a breakout session. Here are my two sessions. Remember last year’s session, MVP Process Automation Showdown? That’s ok if you don’t.… Continue reading My Dreamforce ’17 Sessions

Salesforce Release

Winter ’18 Salesforce Lightning Experience Only Highlights

The list of Winter ’18 features below only apply to the Salesforce Lightning Experience. There are additional Winter ’18 features available to both Lightning Experience and Salesforce Classic and Salesforce Classic only. Visit the Winter ’18 Release Highlights post. 1. New UI look. If you don’t like the color contrast, you have the ability to hide the theme in… Continue reading Winter ’18 Salesforce Lightning Experience Only Highlights

Salesforce Release

Winter ’18 Salesforce Classic & Lightning Experience Highlights

The list of Winter ’18 features below only apply to both Salesforce Classic and Lightning Experience. There are additional Winter ’18 features available to Lightning Experience only and Salesforce Classic only. Visit the Winter ’18 Release Highlights post.  1. Orgs with Person Accounts enabled can now define contact sharing rules and manually share business contacts in Org Wide Default Settings.… Continue reading Winter ’18 Salesforce Classic & Lightning Experience Highlights

Salesforce Release

Winter ’18 Salesforce Mobile Highlights

The list of Winter ’18 features below only apply to the Salesforce mobile experience. There are additional Winter ’18 features available to Lightning Experience only, Salesforce Classic only and both Lightning Experience and Salesforce Classic. Visit the Winter ’18 Release Highlights post. 1.Visual flow enhancements: (Beta) You can pick from a list of available active screen flows when creating a… Continue reading Winter ’18 Salesforce Mobile Highlights

Salesforce Release

Winter ’18 Communities Enhancements

Here are a list of Winter ’18 Communities features below. There are additional Winter ’18 features available to Lightning Experience only, both Lightning Experience and Salesforce Classic, Salesforce Classic only or Mobile. Visit the Winter ’18 Release Highlights post. 1. Manage External Community Users in Lightning Experience. No more switching over to Classic! View image full screen 2. Manage the appearance and… Continue reading Winter ’18 Communities Enhancements