How To

Show More Information in a Flow Screen using Dynamic Record Choice

For those of you who have created Visual Flow screens with dynamic record choice, ever want to return more information than a single field from the object to distinguish a record from another? For example, if you are showing a list of contact names, the search can return multiple Jennifer Lee’s. How do you know… Continue reading Show More Information in a Flow Screen using Dynamic Record Choice

How To

Remove a Contact from Campaign(s) When Opt Out Marketing Campaigns

(This solution works in both Classic and Lightning Experience.) Your company is using Salesforce campaigns. You need to also give your contacts the ability to opt out of marketing campaigns. Currently, a contact who has opted out of marketing campaigns may be added to a campaign. The marketing user then needs to run a report… Continue reading Remove a Contact from Campaign(s) When Opt Out Marketing Campaigns

How To

Southeast Dreamin’ 18: Flow It! Automate Processes Using Clicks, Not Code

Thank you to all of you who attended this session at Southeast Dreamin’ 18. Wow! Standing room only! Thank you, Southeast Dreamin’ for having me. Here is the Powerpoint slideshow from my presentation at Southeast Dreamin’ 18, “Flow It! Automate Processes Using Clicks, No Code.” Start your journey into declarative programming (clicks, not code). Get… Continue reading Southeast Dreamin’ 18: Flow It! Automate Processes Using Clicks, Not Code

How To

[Recording] Lightning Lounge: Top Spring ’18 Lightning Features with MVP Jen Lee

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

How To

Passing Multi-Select Values From One Object to Another Object

(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