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

Salesforce Release

Spring ’21 – Flow Enhancements

I was excited to test out these new Spring ’21 flow enhancements so I decided to share these with you sooner than my Spring ’21 Release Summary Highlights – stay tuned for that. All features apply to both Lightning and Classic, unless otherwise noted. Note: These features are not listed in any particular order. 1.Access… Continue reading Spring ’21 – Flow Enhancements

How To

Automate New User Creation

Here are a few lessons learned from implementing this use case: Learn how to configure a screen flow to create a new user. Learn how to determine if there are sufficient licenses in the org needed to create the new user. Ensure certain user fields are unique to prevent the user creation process from failing.… Continue reading Automate New User Creation

How To

Post to Chatter When Opportunity Stage Is Not Updated in Over 30 Days

This blog post is a built solution based on a post in the Salesforce Automation Trailblazer Community by  Edixon Puglisi. Edixon wanted to automatically create a Chatter post to the opportunity owner reminding them that their opportunity has had the same stage for over 30 days. The solution was posted by my friend, Michelle Hansen,… Continue reading Post to Chatter When Opportunity Stage Is Not Updated in Over 30 Days

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