How To

Reference Prior Value in a Before/After Update Record Triggered Flows

One of the long awaited flow features is coming in Spring ’21 — the ability to use prior value in before or after update record triggered flows. This brings us closer to be migrating our processes into flows as Flow Builder is the end state declarative automation tool. In a record triggered flow, you can… Continue reading Reference Prior Value in a Before/After Update Record Triggered Flows

How To

Update Opportunities for an Inactive Opp Owner Using Salesforce Flow

Update Opportunities for an Inactive Opp Owner Using Salesforce Flow – When an opportunity owner is deactivated, update the stage of the inactive user’s opportunities to “Pending Reassignment.” This was solutioned using Process Builder and Flow Builder.

Salesforce Release

Spring ’21 Release Highlights

Even though it is only December, I am ready to fast forward and spring forward to warmer weather. See what I did there? I’ve read through the 595 pages of the Spring ’21 release notes and summarized thee release features for you. Access the HTML Release NotesAccess the PDF Release Notes Note: These highlights are from the… Continue reading Spring ’21 Release Highlights

Salesforce Release

Spring ’21 Salesforce Lightning Experience Highlights

The list of Spring ’21 features below apply to Salesforce Lightning Experience only. There are additional Spring ’21 features available to Salesforce Classic only, Salesforce Lightning Experience and Classic, Salesforce Experience (Community) Enhancements, Mobile Enhancements, Other Enhancements in the Spring’21 Release Highlights post. Note: These features are not listed in any specific order. 1. Manually share… Continue reading Spring ’21 Salesforce Lightning Experience Highlights

Salesforce Release

Spring ’21 Salesforce Lightning Experience and Classic Highlights

The list of Spring ’21 features below apply to both Salesforce Lightning Experience and Classic. There are additional Spring ’21 features available to Salesforce Classic only, Lightning Experience only, Salesforce Experience (Community) Enhancements, Mobile Enhancements, Other Enhancements in the Spring ’21 Release Highlights post. Note: These features are not listed in any specific order. 1. Salesforce Flow… Continue reading Spring ’21 Salesforce Lightning Experience and Classic Highlights

Salesforce Release

Spring ’21 Mobile Highlights

The list of Spring ’21 features below apply to mobile enhancements. There are additional Spring ’21 features available to Salesforce Classic only, Lightning Experience and Salesforce Classic, Lightning Experience only, Salesforce Experience (Community) Enhancements, Other Enhancements in the Spring ’21 Release Highlights post. Note: These features are not listed in any specific order. 1. Dynamic actions are… Continue reading Spring ’21 Mobile Highlights

Salesforce Release

Spring ’21 Salesforce Experience (Community) Highlights

The list of Spring ’21 features below apply to Salesforce Experience (Community) enhancements. There are additional Spring ’21 features available to Salesforce Classic only, Lightning Experience and Salesforce Classic, Lightning Experience only, Mobile Enhancements, Other Enhancements in the Spring ’21 Release Highlights post. Note: These features are not listed in any specific order. 1.Introducing Experience Cloud.… Continue reading Spring ’21 Salesforce Experience (Community) Highlights

Salesforce Release

Other Spring ’21 Highlights

The list of Spring ’21 features below apply to other Spring ’21 enhancements. There are additional Spring ’21 features available to Salesforce Classic Only, Lightning Experience only, Lightning Experience and Salesforce Classic, Salesforce Experience (Community) Enhancements, Mobile Enhancements, in the Spring ’21 Release Highlights post. Note: These features are not listed in any specific order. Salesforce Survey… Continue reading Other Spring ’21 Highlights

Salesforce Release

Spring ’21 Salesforce Classic Highlights

The list of Spring ’21 features below apply to Salesforce Classic. There are additional Spring ’21 features available to Lightning Experience and Salesforce Classic, Lightning Experience only, Salesforce Experience (Community) Enhancements, Mobile Enhancements, Other Enhancements in the Spring ’21 Release Highlights post. Note: These features are not listed in any specific order. Original Territory Management is scheduled… Continue reading Spring ’21 Salesforce Classic Highlights