As someone who performs user administrative tasks, you may need to freeze a user right away. Or you may be aware of a user’s upcoming departure date. Rather than having to remember to freeze them later, wouldn’t it be great if you can schedule the user’s freeze date/time? Or, what if you can lookup the… Continue reading Freeze a User – Now or in the Future
This blog post was inspired by Yvonne Navas. Here are a few lessons learned from implementing this use case: Use an email alert with a Classic Email Template to send an email with a file attachment Use a record triggered after save/update flow to send the appropriate email Business Use Case: Addison Dogster is the system… Continue reading Send An Email with an Attachment When an Event is Created or Event Date Revised
Your company has a business model where multiple sales people representing different channels or product focuses, or an internal/external sales team, may interact with the same individual. There is a business need to track calls to the contact or events with the contact. These two use cases will be covered in a 2-part article series.… Continue reading Record the Last Event With A Contact
One of the long awaited flow features is coming in Spring ’21 — the ability to use prior value in before or after update record triggered flows. This brings us closer to be migrating our processes into flows as Flow Builder is the end state declarative automation tool. In a record triggered flow, you can… Continue reading Reference Prior Value in a Before/After Update Record Triggered Flows
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
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
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