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 Account Contact Relationship Attribute on the Contact Record [Lightning Experience]

This is the second 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] Here are a few lessons learned… Continue reading Highlight Account Contact Relationship Attribute on the Contact Record [Lightning Experience]

How To

Highlight Account Record Attributes on the Contact Record [Lightning Experience]

This is the first of four separate posts that will cover each record attribute shown on the flow screen on the Contact record. Please read the blog post “Highlight Record Attributes Using Flow [Lightning Experience]” which provides a high level overview of the individual posts. Here are a few lessons learned from implementing this use… Continue reading Highlight Account Record Attributes on the Contact Record [Lightning Experience]

How To

8/4/17 Automation Hour – This One Is For You!

I presented at today’s Automation Hour, delivering a presentation on the basics of flow, with beginner examples of how to use flow, offering my 10 flow tips and tricks as well as providing some visual workflow resources to get flow newbies started on their journey. I want to take a few minutes to thank you for… Continue reading 8/4/17 Automation Hour – This One Is For You!

How To

Log an Email Sent via Email Alert to the Activity History

There may be situations in which an email is sent via an email alert that you would like to log as an activity. Currently, the emails alerts are not logged as an activity history. To bridge this functionality gap, we can create an email message record once the email alert is sent when a case is closed… Continue reading Log an Email Sent via Email Alert to the Activity History

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 Salesforce Classic & Lightning Experience Highlights

The list of Summer ’17 features below only apply to both Salesforce Classic and Lightning Experience. There are additional Summer ’17 features available to Lightning Experience only and Salesforce Classic only. Visit the Summer ’17 Release Highlights post. 1.Remove the ability for users to switch back to Classic. By enabling the “Hide Option to Switch to Salesforce Classic” on… Continue reading Summer ’17 Salesforce Classic & Lightning Experience Highlights