How To

Let’s Get With the Flow – Update a Related Record in a Loop

This blog post is a continuation of the loop basics.  The original post showed you how to update the record in the loop. This blog post will focus on how to update a record related to the record in your loop. Here are a few lessons learned from implementing this use case: Learn how to… Continue reading Let’s Get With the Flow – Update a Related Record in a Loop

How To

Automatically Deactivate Users Who Have Not Logged In Over X Days

Do you run reports every quarter or X number of days to see the which users have logged in since? Then, go through the manual task or use Data Loader to deactivate those users? What if, you didn’t have to lift a finger and Salesforce can just auto-deactivate these users for you? Sounds good? It’s… Continue reading Automatically Deactivate Users Who Have Not Logged In Over X Days

How To

Flow Simplification: Replace Loop and Assignments with MapCollection Apex Action

I published a previous blog post called “Let’s Get With The Flow – Loop Basics.” This blog post covered putting a bunch of records in a collection, iterating through to update two fields for each record in the collection. This post will focus on the same use case and will show how in some circumstances,… Continue reading Flow Simplification: Replace Loop and Assignments with MapCollection Apex Action

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