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By: Tag: Process Automation

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Jennifer Lee and Sunil Matthew in a new episode of "Automate This!"

Automate This! — Migrate Processes to Flow and Use Custom Notifications

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, let’s see how Sunil Mathew used Flow and […]

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Greenery next to text that says," Three Powerful Formula Functions You Can Use in Flow"

Three Powerful Formula Functions You Can Use in Flow

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 […]

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AI for Admins: What You Need to Know to Make Einstein Bots a Success

Einstein Bots interact with your customers quickly and accurately with automation and artificial intelligence (AI) capability. In terms of AI initiatives, the biggest challenge is measuring business impact. One reason most AI projects fail is that people are looking at “model performance” instead of business value, such as how much money, in either additional revenue […]

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Mountains and greenery next to text that says, "Share User Feedback in Slack with OmniScripts."

Seamlessly Share User Feedback in Slack with OmniScripts

⚠️ The challenge As #AwesomeAdmins, we’re used to managing our Salesforce orgs and constantly making our best efforts to turn user feedback into actionable enhancements together with the development team. Now let’s imagine it’s the go-live day of a brand new, industry-specific component. We’re all so excited about it and we want to enrich it […]

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LeeAnne Rimel and Adam White on "Expert Corner."

Expert Corner: Get Started with Screen Flows

“Expert Corner” is an interactive video series made for our #AwesomeAdmin community. Each episode features Salesforce Product Managers and experts sharing new and upcoming features and functionality for admins. Join us for a chat with Flow Senior Product Manager, Adam White. We’ll dive into how you can get started with screen flows, how to find […]

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Jennifer Lee and Michelle Hansen in a new, live episode of "Automate This!"

Automate This! — Resolve Mixed DML Errors with Platform Events

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, let’s see how Michelle Hansen eliminates those pesky […]

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