I want to give a shout out to Bryan James, developer at MapAnything, for assistance on identifying the MapAnything customized user settings. Thank you for your help, Bryan! You’re the best! Here are a few lessons learned from implementing this use case: Learn how to automate package license assignment or removal on other criteria that is… Continue reading Automate the Assignment/Removal of MapAnything License and User Settings Based on User Role
This blog post was inspired by a flow question asked by fellow MVP Toya Gatewood. This one’s for you, Toya! Here are a few lessons learned from implementing this use case: Create an interactive flow with dynamic record choice and loops. Learn how to invoke a flow and pass parameters into a flow from a custom… Continue reading Build a Search Tool Using Flow
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
At Southeast Dreamin’ 17, I delivered a presentation called “So, You Want to Go With the Flow But Don’t Know How?” In that presentation, I reviewed 10 tips and tricks for those who are starting out with visual workflow. Here they are… 1. A flow can only perform an operation if the running user has permission to… Continue reading Excerpt from SED17 Presentation: Visual Flow Tips & Tricks
Developers know that it is not a best practice to hardcode IDs in code, as documented in the Salesforce Developers site. https://developer.salesforce.com/page/Best_Practice:_Avoid_Hardcoding_IDs It is a big pet peeve of mine when I see hardcoded IDs in formulas, validation rules, process builder, flow, etc. The same best practices apply on the declarative side as with the development… Continue reading Did I Just See You “Hardcode” a Salesforce ID? Aw, Hell No!
Here are a few lessons learned from implementing this use case: Automate the removal of permission sets from a deactivated user. Understand the structure of permission set and permission set assignments. Use process builder to invoke flow. Strengthen your flow from faulting by adding decision elements. Provide descriptions, where provided, in Salesforce. This may be… Continue reading Automated Cleanup When User Is Deactivated -Remove User from Permission Sets
Register for Southeast Dreamin, a Salesforce regional event brought to you by the Salesforce community. If you can’t get to Dreamforce, then I recommend you attend one of the Salesforce community led events. I will be presenting at 3pm in the Columbia room. Come by and learn the basics of flow. If becoming a #Flownatic is… Continue reading I Will Be Presenting at Southeast Dreamin’ in Atlanta, GA on 3/31