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By: Tag: Process Automation

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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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Tackle Your Triggers during #NoCodeNovember

Last week’s challenge to explore Trailhead got my team pumped up for #NoCodeNovember! We took an afternoon and all sat in a room together, going through the Process Automation module at our own pace. We would work for a bit and then someone would say, “Wow, I bet Process Builder could replace that one trigger […]

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Choosing the Right Automation Tool

Right now is a great time to be a Salesforce Admin. With Lightning Process Builder, Workflow Rules, Visual Workflow, and Approval Processes, we have many great automation tools in our utility belt. As a Productivity Protector we are often working to streamline business process and deliver real business value. And if you watch any superhero […]

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Getting Ready for Lightning Process Builder

For Salesforce Admins Christmas came early this year with Lightning Process Builder- which is among the many epic features in the Winter ’15 release. We did an amazing demo in the Admin Keynote at Dreamforce this year to show the Lightning Process Builder in action, as we prepared for the keynote the real power of […]

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