How To

Users Control Whether to Show/Hide Info with Flow Toggle & Component Visibility

[Note: The following use case is written for use in Lightning Experience. However, you can use the Flow Toggle feature in Cloud Flow Designer in Classic too. You can create flows with the flow toggle in Classic, if enable the lightning runtime in the Process Automation Settings screen.] Lightning record pages are cool in terms… Continue reading Users Control Whether to Show/Hide Info with Flow Toggle & Component Visibility

How To

Update Inactive User to Active User as Contact Owner

This blog post was inspired by Trailblazer community member, KC Brotherton. Special S/O to Jason Teller, Salesforce Process Automation Product Management for the assist on the workaround. Many times, people leave a company and you need to update the record ownership to an active internal user. This process can be automated using lightning flow by… Continue reading Update Inactive User to Active User as Contact Owner

Salesforce Release

Winter ’19 Release Highlights

I’ve read through the 502 Winter ‘19 release notes and summarized some of the need-to-know or cool Winter ‘19 features.                                               Access the HTML Release Notes Access the PDF Release Notes Note: These highlights… Continue reading Winter ’19 Release Highlights

Salesforce Release

Winter ’19 Salesforce Lightning Experience and Classic Highlights

The list of Winter ’19 features below apply to both Salesforce Lightning Experience and Classic. There are additional Winter ’19 features available to Salesforce Classic Only, Lightning Experience only, Community Enhancements, Other Enhancements in the Winter ’19 Release Highlights post. Note: These features are not listed in any specific order. 1. Starting with Winter ’19, field history… Continue reading Winter ’19 Salesforce Lightning Experience and Classic Highlights

Salesforce Release

Winter ’19 Salesforce Classic Highlights

The list of Winter ’19 features below apply to Salesforce Classic. There are additional Winter ’19 features available to Salesforce Lightning Experience and Classic, Lightning Experience only, Community Enhancements, Other Enhancements in the Winter ’19 Release Highlights post. Note: These features are not listed in any specific order. Add Quip documents and spreadsheets to standard objects (accounts, opportunities,… Continue reading Winter ’19 Salesforce Classic Highlights

Salesforce Release

Winter ’19 Salesforce Lightning Experience Highlights

The list of Winter ’19 features below apply to Salesforce Lightning Experience only. There are additional Winter ’19 features available to Salesforce Classic only, Salesforce Lightning Experience and Classic, Community Enhancements, Other Enhancements in the Winter ’19 Release Highlights post. Note: These features are not listed in any specific order. 1.Issues Sales Team may encounter in Lightning 2. User can… Continue reading Winter ’19 Salesforce Lightning Experience Highlights

Salesforce Release

Other Winter ’19 Highlights

The list of Winter ’19 features below apply to other Winter ’19 enhancements. There are additional Winter ’19 features available to Salesforce Classic Only, Lightning Experience only, both Lighting Experience and Classic, Community Enhancements in the Winter ’19 Release Highlights post. Note: These features are not listed in any specific order. 1.Salesforce App Enhancements: a. On the… Continue reading Other Winter ’19 Highlights