How To

Use IsNew(), IsChanged() and PriorValue() in Flow Formulas

A very much awaited feature is coming in Summer ’21 – we will have the ability to use the IsNew(), IsChanged() and PriorValue() syntax in formulas as you can in workflow rules and processes in record-triggered and scheduled flows. Here are a few lessons learned from implementing this use case: Use the IsNew(), IsChanged() and… Continue reading Use IsNew(), IsChanged() and PriorValue() in Flow Formulas

Salesforce Release

Summer ’21 Release Highlights

I’ve read through the 388 pages of the Summer ’21 release notes and summarized the release features for you. Access the HTML Release NotesAccess the PDF Release Notes   I divided the posts into several posts: Applies to Lightning Experience only Applies to Salesforce Classic only Applies to both Lightning Experience and Salesforce Classic Mobile Enhancements Experience… Continue reading Summer ’21 Release Highlights

Salesforce Release

Other Summer ’21 Highlights

The list of Summer ’21 features below apply to other Summer ’21 enhancements. There are additional Summer ’21 features available to Salesforce Classic Only, Lightning Experience only, Lightning Experience and Salesforce Classic, Salesforce Experience Enhancements, Mobile Enhancements, in the Summer ’21 Release Highlights post. Note: These features are not listed in any specific order. Tableau CRM Enhancements… Continue reading Other Summer ’21 Highlights

Salesforce Release

Summer ’21 Salesforce Classic Highlights

The list of Summer ’21 features below apply to Salesforce Classic. There are additional Summer ’21 features available to Lightning Experience and Salesforce Classic, Lightning Experience only, Salesforce Experience Enhancements, Mobile Enhancements, Other Enhancements in the Summer ’21 Release Highlights post. Note: These features are not listed in any specific order. 1.Original Territory Management Has Been Retired.… Continue reading Summer ’21 Salesforce Classic Highlights

Salesforce Release

Summer ’21 Salesforce Experience Highlights

The list of Summer ’21 features below apply to Salesforce Experience enhancements. There are additional Summer ’21 features available to Salesforce Classic only, Lightning Experience and Salesforce Classic, Lightning Experience only, Mobile Enhancements, Other Enhancements in the Summer ’21 Release Highlights post. Note: These features are not listed in any specific order. 1.Terminology update: A. Experience… Continue reading Summer ’21 Salesforce Experience Highlights

Salesforce Release · Uncategorized

Summer ’21 Mobile Highlights

The list of Summer ’21 features below apply to mobile enhancements. There are additional Summer ’21 features available to Salesforce Classic only, Lightning Experience and Salesforce Classic, Lightning Experience only, Salesforce Experience Enhancements, Other Enhancements in the Summer ‘21 Release Highlights post. Note: These features are not listed in any specific order. 1.(Generally Available) Manage How URLs… Continue reading Summer ’21 Mobile Highlights

Salesforce Release

Summer ’21 Salesforce Lightning Experience and Classic Highlights

The list of Spring ’21 features below apply to both Salesforce Lightning Experience and Classic. There are additional Spring ’21 features available to Salesforce Classic only, Lightning Experience only, Salesforce Experience Enhancements, Mobile Enhancements, Other Enhancements in the Summer ’21 Release Highlights post. Note: These features are not listed in any specific order. 1.MFA Required For All… Continue reading Summer ’21 Salesforce Lightning Experience and Classic Highlights

Salesforce Release

Summer ’21 Salesforce Lightning Experience Highlights

The list of Summer ’21 features below apply to Salesforce Lightning Experience only. There are additional Summer ’21 features available to Salesforce Classic only, Salesforce Lightning Experience and Classic, Salesforce Experience Enhancements, Mobile Enhancements, Other Enhancements in the Summer ’21 Release Highlights post. Note: These features are not listed in any specific order. 1. Lightning App… Continue reading Summer ’21 Salesforce Lightning Experience Highlights