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
Here is a link to the deck I presented at the New York and Boston World Tours. Note: If you click on the Trailhead trails, modules or project images, those will take you directly to the respective Trailhead content.
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
I was truly honored when Salesforce invited me to guest blog for the Salesforce Admins site about the upcoming Summer ’17 Lightning Experience enhancements. There are so many release features to choice from, I just picked a handful. Hope you like them. Click on the image below to access my blog post. Enjoy! Jen
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
Summer is my favorite season. I think of very warm weather, hanging out by the pool, enjoying the outdoors and vacationing. Please take me there now. As I write this blog post, it is still in the 50s, rainy and dreary. Are you all caught up on the 540 (gasp!) pages of Summer ’17 release notes?… Continue reading Summer ’17 Release Highlights
The list of Summer ’17 features below only apply to the Salesforce mobile experience. There are additional Summer ’17 features available to Lightnin Experience only and Salesforce Classic only and both Lightning Experience and Salesforce Classic. Visit the Summer ’17 Release Highlights post. Everything new in SF1 Rich Text Editors Reenabled for LockerService. Previously, when LockerService was activated… Continue reading Summer ’17 Salesforce Mobile Highlights