Editor’s note: This post was updated on April 25, 2024, with the latest information and resources. As a security-minded admin, you should follow the principle of least privilege. What is the principle of least privilege, you ask? It’s the concept of limiting users’ access rights to only what is required to do their jobs. That’s […]

Summer is always my favorite time of year. While there are days when it does get hot in Boston, I enjoy summer activities like going to the beach, hiking with my partner and Mochi, eating outside without a jacket, and eating lots of roasted corn and watermelon! Summer also happens to be one of our […]

As an admin, there may be times where you want to simplify the process of gathering data from your end users by improving the user experience. This involves minimizing the number of screens and clicks needed to get the job done and increasing the overall efficiency of the process. You want to flex those declarative […]

Ever find yourself building the same automation steps to solve different use cases, which results in slightly different flow solutions? So now you have clones of the same automation steps hanging out in multiple flows. And then, goodness forbid you have to make a change to those steps in all those flows? That can be […]

Flows are such powerful tools to add to your #AwesomeAdmin toolbelt. They can do a LOT of things and that can be a bit overwhelming especially if you’re new to flow. You’ve probably heard about autolaunched flows, but what are they? You’ve come to the right place. We’re going to give you a high-level overview […]

Are you an admin who has experience only with creating workflow rules and processes and have yet to dip your toes into building automation with record-triggered flows? Or are you a new admin looking to build your first record-triggered automation? You’re at the right place! We’re going to give you a high-level overview of a […]

As an admin, it’s important to ensure data quality in your org. This can be a bit challenging when you have records with a loosely coupled relationship with one another (that is, a lookup relationship), but you need to ensure that at least one of these records exists. You can’t use your handy admin tools […]

It’s great that we can invoke a flow from an object-specific action, but what if you need to invoke a flow from a global action? You COULD embed the flow in a Visualforce page; however, if you were to do so, the flow wouldn’t run in the Lightning skin. You’d get the ugly-looking Classic flow […]

I’m okay with fast-forwarding past winter and heading right into spring when I can take Mochi outside for a walk without having to bundle up. It’s that time of year again when we get several goodies hitting our orgs. Here are just a few highlights for your users to boost their productivity and some features […]