When a user is deactivated from Salesforce, there is cleanup work that is needed after the fact if you want to keep your org relatively free of “clutter.” In most cases, leaving inactive users associated to public groups, queues, permission sets, etc. is fairly harmless. As I mentioned before, it’s just clutter in your org.… Continue reading Automated Cleanup When User Is Deactivated – Managed Package Licenses
This blog post walks through the best solution featured in a prior blog post “Build Efficient, Performance Optimized Processes, Part 2.” Here are a few lessons learned from implementing this revised use case: Uses only one record create task flow element to create the task record with different wait times in addition to the appropriate… Continue reading Different Wait Times for Task Creation
As a follow up to my original post Build Efficient, Performance Optimized Processes, I thought I’d give another example of a scenario where we have a use case that can be solutioned declaratively in three ways (there are more ways, but I’m only going to focus on these three) and will discuss why one of… Continue reading Build Efficient, Performance Optimized Processes, Part 2
[This post has been updated to add one new flow element. Thank you, Rakesh Gupta!] This blog post will follow up on the best solution featured in my previous blog post “Build Efficient, Performance Optimized Processes.” Now, we will walk through how to build out the solution. Here are a few lessons learned from implementing this… Continue reading [UPDATED] Will The Real Best Solution Please Stand Up!
I was pleasantly surprised on Monday when I checked Twitter after a day of work and saw Trailhead activity. Salesforce had released 7 new modules of Trailhead yumminess, making it a total of 88(!) active modules for the avid Trailhead learner. There are modules for the business user, beginner administrator, beginner developer and the intermediate developer.… Continue reading Trailhead Releases 7 New Modules
As leads come in, they are assigned to the lead queue and a Sales Rep picks up the lead to follow up/qualify. However, the Sales Rep may not get to the lead due to bandwidth issues, being out of the office, etc. You don’t want that lead sitting out there unattended. Rather, you’d want the… Continue reading Re-Assign a Lead Back to the Queue Due to Inactivity
Here are lessons learned you will take away from this blog post: As a best practice, include a Send Flow element for each record action (lookup, create, update and delete) to send a notification to the production support team when an error occur. Avoid “hardcoding information” in visual workflow, especially information that can be different… Continue reading Using Custom Metadata Type in Visual Workflow Fault Emails