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

Salesforce Events

Join Me at Northeast Dreamin’ 2020’s Virtual Marathon

2020 is the year where the majority of the conferences are cancelled or postponed to 2021, Northeast Dreamin’ made the decision to go virtual but not just a one day virtual conference but decided to hold a virtual marathon, from September 14-18. The best part is registration is free! I have the honor of being… Continue reading Join Me at Northeast Dreamin’ 2020’s Virtual Marathon

How To

Let’s Get With the Flow – Referencing Newly Created Records in a Flow

This blog post is a continuation of the loop basics, focusing on how to reference newly created record Ids later in the flow.  The original post showed you how to update the record in the loop. The second blog post focused on how to update a record related to the record in your loop. Here… Continue reading Let’s Get With the Flow – Referencing Newly Created Records in a Flow

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