Today on the Salesforce Admins Podcast, we’re joined by J Steadman, Senior Solution Engineer at Salesforce, to talk through flows, processes, and the easiest way to move things from workflows to Process Builder. Join us as we talk about the tools in your toolbox and how to view them as different things for different jobs, […]
Did you know that you can build interactive custom components without any code? Flow Builder is a powerful tool for automation and for giving Admins the power to customize the look and feel of their Salesforce experience. In this short video we will create a simple screen flow that you can surface to your users.
I’m a Salesforce Admin. I’m not a developer. I can build you a great Salesforce solution, but I use clicks, not code. Not too long ago, a request to prevent deletion of certain opportunities would have been a nonstarter because we were faced with two main challenges: we don’t have money in the budget for […]
With the new Flow Builder generally available this spring, Admins all over have been getting hands-on and building flows. Flow Builder is a hugely powerful tool that can help both Admins and Developers build solutions on the Salesforce Platform fast! Being able to leverage this tool is just one way Admins amp up their #AwesomeAdmin […]
As an #AwesomeAdmin, you know the many benefits of automating business processes with flows. But, what if you could encourage/help automate actions that your users might want to do in context? With Einstein Next Best Action, we can champion user productivity by guiding our users on the most optimal course of action based on business […]
We hope you’re enjoying the Be An Innovator with Flow adventure. As you know, we are going step-by-step to build an automated business process from start to finish with Flow Builder in our 6-part video series. For video 2, we’re looking at defining the business process so we’re set up to build successfully. Let’s dive a […]
Flow Builder is a hugely powerful tool that can help both admins and developers build solutions on the Salesforce Platform… fast! The first time I witnessed the true power of Flow was right before Dreamforce ’18. We were working on a fun activation to enable admins to discover their #AwesomeAdmin Superpower when we learned the […]
Did you know that you can make your automation even more efficient by building reusable Processes in Process Builder? ? With Invocable Process Builder Processes you can create a process for actions that will be repeated across a Process or multiple processes. This is a great tool to make your automation even more efficient and […]
Roll-Up Summary fields are an incredibly useful tool in Salesforce. They allow you to create Sums, Counts, and more for objects that share a Master-Detail relationship. However, there are many object relationships that are defined by Lookup fields. A Lookup relationship is more flexible than a Master-Detail relationship, but does not inherit some of the built-in […]
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