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 […]
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 […]
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 […]
Admins and Developers have a myriad of tools at their disposal—from APIs and Apex code, to workflow rules and page layouts. But with Flow, that toolbox just got exponentially bigger. With Flow, we open up the power of the platform to the declarative developer, and the best part about Flow is that it doesn’t require […]
There are plenty of posts that tell you how to create a workflow. But very few, if any, tell you how to work with an over-caffeinated boss who wants emails sent to five different people based on every status update of a lead. Or how you deal with a room full of users who want […]
‘For the second part of the Salesforce Visual Workflow tutorial, I’ve asked Keith Sadler, Consultant (and Flow guru) from Appirio to return and expand on some really cool functionality and advanced features. We are going to build off of the original Flow that was designed for creating a Case from a Lead record that was accidentally […]
Intro by Mike: This week it’s my pleasure to introduce you to one of the smartest problem-solvers I know. Last year at the Dreamforce to you event in Orlando I was lucky enough to meet Keith Sadler, Consultant at Appirio. Over a few beers we had a great discussion about reporting, workflows, and why Sriracha rules. […]
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