How To

Let’s Get With The Flow – Loop Basics

Ever have an automation use case where you need to take a collection of records and do something with them? The only declarative (clicks, not code) automation tool that can stand up to the task is Flow Builder. As someone who identifies with an Admin, I have to admit, it took me a while to… Continue reading Let’s Get With The Flow – Loop Basics

How To

Permission Set Group Assignment Automation

Salesforce released permission set group assignments as a generally available feature in Spring 20. What is permission set groups, you ask? You can group permission sets based on user roles using Permission Set Groups for easier user permission management. Traditionally, you would assign users to individual permission sets. If a group of users should have… Continue reading Permission Set Group Assignment Automation

How To

Run Flows on Record Changes (Before Save Updates)

Spring 20 brings a cool new feature for declarative developers. We can now build before save update flows that are triggered by record creation or updates. This flow type is 10x faster than a record change executed by process builder. Changes will be made to the new or existing record (not any related records) before… Continue reading Run Flows on Record Changes (Before Save Updates)

Salesforce Events

Cactusforce 2020 – “Work Smart, Not Hard. Automate and Forget Repetitive User Maintenance Activities.”

 Cactusforce is a community-led conference by and for Salesforce Developers and Architects. It took place January 17-18 in Phoenix, AZ. This year, they added a Configurator track, where I presented “Work Smart, Not Hard. Automate and Forget Repetitive User Maintenance Activities.” Work Smart, Not Hard. Automate and Forget Repetitive User Maintenance Activities. – Jennifer Lee… Continue reading Cactusforce 2020 – “Work Smart, Not Hard. Automate and Forget Repetitive User Maintenance Activities.”

How To · Salesforce Release

Update Multiple Contacts Associated to a Task

This blog post is in response to an inquiry from Ryan Scheibert. Thank you, Ryan. Activities are different beast in Salesforce. There is the Task and Event object. Then, there is a junction object called Task Relation or Event Relation, respectively, which holds the primary contact on the task or event and all the other… Continue reading Update Multiple Contacts Associated to a Task

How To

Look It Up in a Flow Screen

(Note: This blog posts only covers how you configure a lookup component for use in a screen flow and how to reference the lookup value selected by the user, and not all the steps to complete the flow.) With Winter ’20, Salesforce introduced a standard lookup component for use in a screen flow. Now, you can… Continue reading Look It Up in a Flow Screen

How To

Using Dependent Picklists in Screen Flows

(Note: This blog posts only covers how you configure a dependent picklist for use in a screen flow and how to reference the picklist values selected by the user, and not all the steps to complete the flow.) With Winter ’20, Salesforce introduced a standard dependent picklist component for use in a screen flow. Now, depending… Continue reading Using Dependent Picklists in Screen Flows