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By: Tag: Process Automation

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Advanced Automation with Flows and Custom Metadata Types Webinar Recap

In the Salesforce Admins Webinar: “Advanced Automation with Flows and Custom Metadata Types,” I described what custom metadata types were, their benefits, and why #AwesomeAdmins should use them in their configuration. I also presented a real-life use case for automatically assigning and removing users to a public group based on profile, and walked through the […]

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Get Ready for the New Flow Builder

Exciting news, #AwesomeAdmins, Lightning Flow is getting some major upgrades that will make it easier for you to automate and guide users through flows. Introducing the New Flow Builder A faster and easier tool for assembling flows is on the horizon: the new Flow Builder. The new tool is built with four key design principles […]

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Insight: The Process Before Process Builder

Today on the Salesforce Admins Podcast we have Admin Evangelist Marc Baizman to talk about his upcoming presentation with Gillian at TrailheaDX focused on the “process before the process,” what you should go through and think about before you start implementing features. More about this Insights session: a mini version of Marc and Gillian’s TrailheaDX […]

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The Process Before Process Builder

There’s much more to being a Salesforce Administrator than just knowing the features of the Salesforce platform. A truly #AwesomeAdmin also has to know when and how to use those features. We don’t just build a Process Builder solution to fire off an email until we understand why that email needs to exist in the […]

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Document Process in Salesforce with Jennifer Lee

This week on the podcast we are getting you ready for Dreamforce by looking at how you document process in Salesforce before you begin the building process. First-time Dreamforce presenter Jennifer Lee joins us for a discussion of all the amazing sessions she is presenting at Dreamforce in both the Admin and Developer tracks. More about Jennifer’s session: […]

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How to Automate Your Entire Business Operation — Without Code

Think of a typical day at work. There are emails to answer and send, calls to make, meetings to attend, approvals, reports, follow-ups, and tasks to track. While mundane, these repetitive tasks allow businesses to operate successfully. The downside is that they take up a lot of time. For instance, we know that salespeople only […]

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