This is the first of four separate posts that will cover each record attribute shown on the flow screen on the Contact record. Please read the blog post “Highlight Record Attributes Using Flow [Lightning Experience]” which provides a high level overview of the individual posts. Here are a few lessons learned from implementing this use… Continue reading Highlight Account Record Attributes on the Contact Record [Lightning Experience]
I presented at today’s Automation Hour, delivering a presentation on the basics of flow, with beginner examples of how to use flow, offering my 10 flow tips and tricks as well as providing some visual workflow resources to get flow newbies started on their journey. I want to take a few minutes to thank you for… Continue reading 8/4/17 Automation Hour – This One Is For You!
For one of my projects, there is a requirement that the support staff be able to specify the Contact’s status for that relationship via a picklist, such as active and inactive. There are three possible relationships a Contact can have with our company. There is another requirement by the support staff for the other relationships… Continue reading Highlight Record Attributes Using Flow [Lightning Experience]
I seen several posts about the second annual TrailheaDX (TDX), which is Salesforce’s 2-Day Developer conference in San Francisco from June 28-29. These blog posts are from developers and why not, right? It IS a developer conference, Jen, after all. I thought I’d write a post from a non-developer’s perspective. Yes, I’m a non-developer. So,… Continue reading TrailheaDX From a Non-Developer Perspective
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.