Archives

By: Tag: Process Automation

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Spring 20 Flow Builder

Learn MOAR in Spring ’20 with Flow Builder

Discover Spring ’20 Release features! We are sharing five release highlights for Salesforce Admins (and Developers), curated and published by our evangelists and PMs as part of Learn MOAR. Complete the trailmix by March 31, 2020, to get a special community badge and unlock a $10 contribution to FIRST®. With the Spring ’20 Release, building […]

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Trusting The Process With Marciana Davis

Today on the Salesforce Admins Podcast, we’ve brought Marciana Davis back to the podcast. One thing that’s happened since the last time we spoke is that she’s started working at a new position, as Salesforce Administrator at Mary Ann Liebert, Inc. For the next 3 weeks, we have episodes recorded live from the Salesforce Worldtour […]

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Choose the Right Tool for the Job With J Steadman

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, […]

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Build a Simple Screen Flow ?

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.

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What I Learned From Writing My First Trigger

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 […]

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Salesforce Admins World-Wide Are Innovating with Flow

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 […]

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Use Einstein Next Best Action with Flow

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 […]

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Define Your Business Process and Select an Automation Tool

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 […]

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