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By: Tag: Process Automation

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Get Ready to Be an Innovator with Flow

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 […]

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Build Reusable Automation with Invocable Processes ?

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 […]

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Use Flow Builder to Create a Roll Up Summary Field

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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The Top 10 Things You Want to Know About the New Flow Builder

Flow Builder is an incredible declarative automation tool that is now available in the Spring ’19 release. There’s so much exciting innovation happening around this product, as well as valuable resources to learn from that I want to share with our community so that anyone can harness the power of this tool. So, whether you’re […]

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Build a No-Code Image Component With Flow Builder ?

Did you know that you can use Flow Builder to build no-code Lightning components like an Image component? Check out how you can use Flow screens to make your own no-code components with just a few clicks! Resources ? Listen to this podcast with Product Manager Shannon Hale Review Help & Training Flow Screen Components […]

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Shannon Hale on the New Flow Builder

Today on the Salesforce Admins Podcast we’re talking with Shannon Hale, Senior Director Product Management at Salesforce in charge of Flow. We find out about this amazing declarative automation tool and the changes coming up with the Spring ‘19 release. Join us as we talk about Shannon’s journey from the music industry into product management, […]

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Get Started with the New Flow Builder

We’ve been talking about the new, easier, faster Flow Builder that’s available in Spring ‘19 and now that it’s here, we want to provide some tutorials to help you ramp up. These are designed to work well both as an introduction to Flow for someone who has never used it and as an introduction for […]

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Top Productivity Episodes

Today on the Salesforce Admins Podcast we’re switching it up and focusing on productivity. We pull together some of our best interviews of 2018 to bring you the best tips we’ve heard focused around productivity. We talk to Carlos Umana, Principle Business System Analyst at BMC Software, Matt Vickery, Salesforce Administrator at the Washington State […]

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Carlos Umana Champions Productivity at BMC Software

Today on the Salesforce Admins Podcast we chat with Carlos Umana, Principle Business System Analyst at BMC Software, to kick off the Behind the Customer Stories series for the Admin Keynote at Dreamforce. We’ll learn how he champions productivity in his large organization, and how he picked up admin skills from a developer background. Join […]

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