How To

Run Flows on Record Changes (Before Save Updates)

Spring 20 brings a cool new feature for declarative developers. We can now build before save update flows that are triggered by record creation or updates. This flow type is 10x faster than a record change executed by process builder. Changes will be made to the new or existing record (not any related records) before… Continue reading Run Flows on Record Changes (Before Save Updates)

Salesforce Release

Spring ’20 Release Highlights

I’ve read through the 524 Spring ‘20 release notes and summarized some of the need-to-know or cool Spring ’20 release features. Access the HTML Release Notes Access the PDF Release Notes Note: These highlights are from the Spring ’20 Release Notes published as of December 16, 2019 and are subject to change prior to the production release… Continue reading Spring ’20 Release Highlights

Salesforce Release

Spring ’20 Salesforce Lightning Experience Highlights

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

Salesforce Release

Other Spring ’20 Highlights

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

Salesforce Release

Spring ’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 Spring ’20 Release Highlights post. Note: These features are not listed in any specific order. Community users with a Partner Community… Continue reading Spring ’20 Community Highlights

Salesforce Release

Spring ’20 Salesforce Lightning Experience and Classic Highlights

The list of Spring ’20 features below apply to both Salesforce Lightning Experience and Classic. There are additional Spring ’20 features available to Salesforce Classic only, Lightning Experience only, Community Enhancements, Mobile Enhancements, Other Enhancements in the Spring ’20 Release Highlights post. Note: These features are not listed in any specific order. 1.All Sales Cloud Users Have Access to… Continue reading Spring ’20 Salesforce Lightning Experience and Classic Highlights

Salesforce Release

Spring ’20 Salesforce Classic Highlights

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