How To

Highlight Account Record Attributes on the Contact Record [Lightning Experience]

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]

How To

8/4/17 Automation Hour – This One Is For You!

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!

How To

Highlight Record Attributes Using Flow [Lightning Experience]

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]

Salesforce Events

TrailheaDX From a Non-Developer Perspective

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

How To

Log an Email Sent via Email Alert to the Activity History

There may be situations in which an email is sent via an email alert that you would like to log as an activity. Currently, the emails alerts are not logged as an activity history. To bridge this functionality gap, we can create an email message record once the email alert is sent when a case is closed… Continue reading Log an Email Sent via Email Alert to the Activity History