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

How To

Schedule a Flow

In the Winter ’20 release, Salesforce introduces scheduled flows. Now, you can schedule flows to run create scheduled batch jobs declaratively, specifying when the date/time the flow will run and the frequency of the scheduled flow (once, daily, weekly and monthly) and provide additional filter conditions for the records. Here are some things to note… Continue reading Schedule a Flow

Salesforce Release

Winter ’20 Release Highlights

I’ve read through the 540 Winter ‘20 release notes and summarized some of the need-to-know or cool Winter ’20 release features.                   Access the HTML Release Notes Access the PDF Release Notes Note: These highlights are from the Winter ’20 Release Notes published as of August 20, 2019 and are… Continue reading Winter ’20 Release Highlights

Salesforce Release

Winter ’20 Salesforce Lightning Experience and Classic Highlights

The list of Winter ’20 features below apply to both Salesforce Lightning Experience and Classic. There are additional Winter ’20 features available to Salesforce Classic only, Lightning Experience only, Community Enhancements, Mobile Enhancements, Other Enhancements in the Winter ’20 Release Highlights post. Note: These features are not listed in any specific order. Flow Builder Enhancements: Schedule an autolaunched flow! Set… Continue reading Winter ’20 Salesforce Lightning Experience and Classic Highlights

Salesforce Release

Winter ’20 Salesforce Lightning Experience Highlights

The list of Winter ’20 features below apply to Salesforce Lightning Experience only. There are additional Winter ’20 features available to Salesforce Classic only, Salesforce Lightning Experience and Classic, Community Enhancements, Mobile Enhancements, Other Enhancements in the Winter ’20 Release Highlights post. Note: These features are not listed in any specific order. Recycle Bin is now available in Lightning… Continue reading Winter ’20 Salesforce Lightning Experience Highlights

Salesforce Release

Winter ’20 Salesforce Classic Highlights

The list of Winter ’20 features below apply to Salesforce Classic. There are additional Winter ’20 features available to Lightning Experience and Salesforce Classic, Lightning Experience only, Community Enhancements, Mobile Enhancements, Other Enhancements in the Winter ’20 Release Highlights post. Note: These features are not listed in any specific order. (Critical Update, Enforced) Salesforce is turning on Lightning… Continue reading Winter ’20 Salesforce Classic Highlights

Salesforce Release

Winter ’20 Mobile Highlights

The list of Winter ’20 features below apply to mobile enhancements. There are additional Winter ’20 features available to Salesforce Classic only, Lightning Experience and Salesforce Classic, Lightning Experience only, Community Enhancements, Other Enhancements in the Winter ’20 Release Highlights post. Note: These features are not listed in any specific order. Opt-in for the new mobile app! The new… Continue reading Winter ’20 Mobile Highlights

Salesforce Release

Other Winter ’20 Highlights

The list of Winter ’20 features below apply to other Winter ’20 enhancements. There are additional Winter ’20 features available to Salesforce Classic Only, Lightning Experience only, Lightning Experience and Salesforce Classic, Community Enhancements, Mobile Enhancements, in the Winter ’20 Release Highlights post. Note: These features are not listed in any specific order. Lightning Scheduler enhancements allowing multi-resource… Continue reading Other Winter ’20 Highlights

Salesforce Release

Winter ’20 Community Highlights

The list of Winter ’20 features below apply to Community enhancements. There are additional Winter ’20 features available to Salesforce Classic only, Lightning Experience and Salesforce Classic, Lightning Experience only, Mobile Enhancements, Other Enhancements in the Winter ’20 Release Highlights post. Note: These features are not listed in any specific order. Partner and Customer Community users can use Lightning… Continue reading Winter ’20 Community Highlights