Customer Service Agents have to manage many cases and sometimes, even the best of them, may need a gentle reminder that a specific case may need a bit of love and attention. Enter automation… Here are a few lessons learned from implementing this use case: Create a formula to track case update threshold by business… Continue reading Send a Case Update Reminder Email When the Update Threshold Has Been Exceeded
Eliminate the manual steps of creating Salesforce users based on a case or form submission. Let Salesforce do the work for you. Use flow to automate the user creation and permission set group assignment based on a selected user persona with the help of a custom metadata type mapping. Here are a few lessons learned… Continue reading Automate User Creation and Permission Set Group Assignment Using a Custom Metadata Type Mapping
I was excited for opportunity to present at Dreamforce, for the third consecutive year. I love sharing my knowledge with others in the Salesforce ecosystem. This year, I represented John Hancock to showcase our LTC Portal implementation using community cloud, flow and lightning components; delivered two sessions on the basics of flow in “No More Excuses.… Continue reading My Dreamforce ’18 Sessions
If you missed my recent Salesforce Admins Webinar “Advanced Automation with Flows and Custom Metadata Types” with Admin Evangelist Marc Baizman, now is your chance to catch up on the recording and deck. Recording: Deck: Advanced Automation with Flows and Custom Metadata Types
If you are attending Dreamforce ’18, please come to my breakout sessions and say “hi.” Bookmark these now, before Agenda Builder goes live. Build Best-in-Class Customer Portals Harnessing Business Process Automation Wednesday, September 26, 10:00-10:40am, Palace Hotel, Twin Peaks No More Excuses. Today’s the Day You Learn Flow. Wednesday, September 26, 11:30am-12:10pm, Moscone West, Rooms 2022-2024… Continue reading I’m Speaking at Dreamforce ’18
I’m super excited to be presenting with Admin Evangelist, Marc Baizman, on an upcoming Salesforce Admins Webinar where I get to talk about two things I’m passionate about, FLOW and CUSTOM METADATA TYPES! I encourage you to register and attend the session where you will learn about custom metadata types, why they are awesome for… Continue reading I’m Presenting on a Salesforce Admins Webinar – Advanced Automation with Flows and Custom Metadata Types
Thank you, Midwest Dreamin’, for having me as a presenter at #MWD18. I had a blast. As promised to those who attended my session, here is a link to the deck. I would love to hear about your use cases and how you are using these traditional developer used only components for your declarative solutions.… Continue reading Custom Labels, Custom Settings, Custom Metadata Type, Custom Permissions – Add These to Your #AwesomeAdmin Toolset
(Note: This blog post only applies to Lightning Experience. You cannot invoke a flow from a quick action in the Salesforce Classic UI.) The business wants the ability to quickly create an opportunity record from a contact with minimal number of fields and create/associate this contact as the primary contact and “Decision Maker” on the… Continue reading Create a New Opportunity From a Quick Action w/ Specific Record Type Based on the User’s Profile
I am excited to see my Idea listed as one of the ideas to be delivered in the near future at Parker Harris’ True to The Core Dreamforce 17 session and to be in the pilot for referencing custom metadata types in validation rules. Thank you, Vlad! Note: The blog post will cover a description… Continue reading (Spring 18 Preview) Reference Custom Metadata Type Records in Validation Rules (Pilot)
[Note: This use case/solution can be implemented in both Classic and Lightning Experience.] While process builder has the ability to post to chatter, its capabilities are a bit simplistic. In process builder, you can post to a user, a chatter group or the record. There is no ability to @mention multiple users dynamically. Users can… Continue reading Automate Chatter Post That @Mentions Several Users
