How To

Winter ’21 – Introducing the Before Delete Record-Triggered Flow

In Winter 21, Salesforce introduces the Before Delete record-triggered flow. This allows you to automate changes to related records or actions prior to deleting the record. A few things to know about Before Delete flows: You cannot use a before delete flow to prevent a record from being deleted like you can with a Before… Continue reading Winter ’21 – Introducing the Before Delete Record-Triggered Flow

Salesforce Events

Northeast Dreamin’ 2020: Know When and How to Flow (& When Not To)

I recently had the pleasure of presenting at Northeast Dreamin’s Virtual Marathon 2020 along with 9 other local speakers. I presented “Know When and How to Flow (& When Not To) You know Flow Builder is a low code tool to automate your business processes. But you still don’t know which of the many available… Continue reading Northeast Dreamin’ 2020: Know When and How to Flow (& When Not To)

Salesforce Events

I Recently Appeared on the Salesforce Developer Podcast “Episode 48: Deciding To Use Flow with Jennifer Lee”

Josh Birk, Salesforce Developer Evangelist and the “Godfather of Trailhead” recently had me on his Salesforce Developer Podcast. We talked about my two passions: Flow! and Trailhead. Give it a listen!

Salesforce Release

Winter ’21 Release Highlights

Can’t believe we’re in release season again. Didn’t we just have Summer ’20?! I’ve read through the 531 Winter ’21 release notes and summarized some of the need-to-know or cool Winter ’21 release features. Access the HTML Release Notes Access the PDF Release Notes Note: These highlights are from the Winter ’21 Release Notes published as of… Continue reading Winter ’21 Release Highlights

Salesforce Release

Winter ’21 Salesforce Lightning Experience and Classic Highlights

The list of Winter ’21 features below apply to both Salesforce Lightning Experience and Classic. There are additional Winter ’21 features available to Salesforce Classic only, Lightning Experience only, Community Enhancements, Mobile Enhancements, Other Enhancements in the Winter ’21 Release Highlights post. Note: These features are not listed in any specific order. 1. Lightning Flow Enhancements 2.… Continue reading Winter ’21 Salesforce Lightning Experience and Classic Highlights

Salesforce Release

Winter ’21 Community Highlights

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

Salesforce Release

Winter ’21 Mobile Highlights

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

Salesforce Release

Other Winter ’21 Highlights

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

Salesforce Release

Winter ’21 Salesforce Classic Highlights

The list of Winter ’21 features below apply to Salesforce Classic. There are additional Winter ’21 features available to Lightning Experience and Salesforce Classic, Lightning Experience only, Community Enhancements, Mobile Enhancements, Other Enhancements in the Winter ’21 Release Highlights post. Note: These features are not listed in any specific order. Record Ownership Changes in Classic Can Now… Continue reading Winter ’21 Salesforce Classic Highlights

Salesforce Release

Winter ’21 Salesforce Lightning Experience Highlights

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