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 […]

It’s 80 degrees, I’m in a T-shirt and shorts, and I’m writing a blog about Winter ’23. We are so far from actual winter here in North America. But yet, here we are. It’s release time! Let’s talk about the newest, shiniest features for you and your end users that will hit your sandboxes and […]

Welcome to another “Automate This!” In this live-streamed video series, we cover all things automation, from use cases and best practices to showcasing solutions built by #AwesomeAdmin Trailblazers like you. With automation, you can remove manual tasks, drive efficiency, and eliminate friction and redundancy. In this episode, four community Flow experts showcase a Flow feature […]

Summer ’22 introduces a new feature—Flow Testing! The Summer ’22 Release brings admins the ability to create tests for record-triggered flows with Flow Testing. This beta* feature is a great productivity gain for admins! First, you create positive test scenarios for your flow in advance. This includes setting up a test record to use and […]

It’s that time of year again. Seemed like just yesterday that I reviewed the Spring ’22 features. Time flies! Check out the newest features for you and your end users, hitting your sandboxes and Production orgs soon. As always, I encourage you to read the release notes for features that are important to you, as […]

In the first episode of Automate This!, a new livestream content series focused on all things automation, I presented a solution for automating the assignment and removal of permission sets. This blog post will cover a related solution, the automation of the assignment and removal of permission set groups. Don’t know what permission set groups […]

Welcome to “Automate This!” In this new, live-streamed video series, we cover all things automation, from use cases and best practices to showcasing solutions built by #AwesomeAdmin Trailblazers like you. Automation allows you to remove manual tasks, drive efficiency, and eliminate friction and redundancy. With the recent announcement of the future retirement of Workflow Rules […]

Are you ready, #AwesomeAdmins? It’s almost time for the Summer ’22 Salesforce Release! Below are the most important dates you’ll want to mark in your calendar. You can also review release dates and sandbox preview information on the corporate blog. April 21: Get early access by signing up for a pre-release org Admins can sign […]

When you build automation in Flow Builder, it’s important to understand how the running user affects your flow. The running user determines how your flow runs. Knowing who the running user is allows you to know who creates or modifies the records in the flow and helps you debug issues when they arise. It’s also […]