How To

After A Record Is Saved Flow Trigger – An Alternative to Process Builder

In Summer ’20, Salesforce is releasing the after record save flow trigger. This joins the before record save flow trigger introduced in Spring ’20. In introduction of these two flow features is the start to moving automation from multiple tools (process builder and flow builder) to flow builder. I consider these features MVP and need… Continue reading After A Record Is Saved Flow Trigger – An Alternative to Process Builder

Salesforce Release

Summer ’20 Release Highlights

I’ve read through the 530 Summer ‘20 release notes and summarized some of the need-to-know or cool Summer ’20 release features. Access the HTML Release Notes Access the PDF Release Notes Note: These highlights are from the Summer ’20 Release Notes published as of May 4, 2020 and are subject to change prior to the production release… Continue reading Summer ’20 Release Highlights

Salesforce Release

Summer ’20 Salesforce Lightning Experience and Classic Highlights

The list of Summer ’20 features below apply to both Salesforce Lightning Experience and Classic. There are additional Summer ’20 features available to Salesforce Classic only, Lightning Experience only, Community Enhancements, Mobile Enhancements, Other Enhancements in the Summer ’20 Release Highlights post. Note: These features are not listed in any specific order. 1.(Generally available) Lightning Experience Configuration Converter… Continue reading Summer ’20 Salesforce Lightning Experience and Classic Highlights

Salesforce Release

Summer ’20 Salesforce Lightning Experience Highlights

The list of Summer ’20 features below apply to Salesforce Lightning Experience only. There are additional Summer ’20 features available to Salesforce Classic only, Salesforce Lightning Experience and Classic, Community Enhancements, Mobile Enhancements, Other Enhancements in the Summer ’20 Release Highlights post. Note: These features are not listed in any specific order. 1.Lightning App Builder Enhancements: a.… Continue reading Summer ’20 Salesforce Lightning Experience Highlights

Salesforce Release

Summer ’20 Salesforce Classic Highlights

The list of Summer ’20 features below apply to Salesforce Classic. There are additional Summer ’20 features available to Lightning Experience and Salesforce Classic, Lightning Experience only, Community Enhancements, Mobile Enhancements, Other Enhancements in the Summer ’20 Release Highlights post. Note: These features are not listed in any specific order. Customizable Forecasting is now retired. Original Territory… Continue reading Summer ’20 Salesforce Classic Highlights

Salesforce Release

Other Summer ’20 Highlights

The list of Summer ’20 features below apply to other Summer ’20 enhancements. There are additional Summer ’20 features available to Salesforce Classic Only, Lightning Experience only, Lightning Experience and Salesforce Classic, Community Enhancements, Mobile Enhancements, in the Summer ’20 Release Highlights post. Note: These features are not listed in any specific order. Salesforce Einstein enhancements High… Continue reading Other Summer ’20 Highlights

Salesforce Release

Summer ’20 Community Highlights

The list of Spring ’20 features below apply to Community enhancements. There are additional Spring ’20 features available to Salesforce Classic only, Lightning Experience and Salesforce Classic, Lightning Experience only, Mobile Enhancements, Other Enhancements in the Summer ’20 Release Highlights post. Note: These features are not listed in any specific order. Create custom Lightning components to override… Continue reading Summer ’20 Community Highlights