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 […]

There are times when you build a flow that you want to provide a link to a record, but you want this link to be created dynamically. It cannot be static or hard-coded. Now, you know what I think about hard coding things, especially in Flow. The business problem Addison Dogster is the system administrator […]

Often times in automation, you want activities to occur only when the record is new, when the record is updated, or when there was a record update but only if the previous field value was ‘x’. The power formula functions IsNew(), IsChanged(), and PriorValue() that you use in workflow rules and processes can also be […]