Blog

Automation, Flow, Video

Keep Salesforce Field Values Clean (Video) in Summer 20 with Flows

With Spring 20 Release, Salesforce administrators received the new functionality to update field values by triggering a before-save flow when a record is created and/or updated. I wrote a blog post that describes how to keep Salesforce field values clean using this functionality. Original blog post is here at this link. With Summer 20 Release,… Continue reading Keep Salesforce Field Values Clean (Video) in Summer 20 with Flows

Administrator

Learn Salesforce Data Loader in less than 10 minutes (Video)

In this video you will learn how to use the Salesforce Data Loader application to export, import, update and delete records on your Salesforce instance. To follow the same steps, get a Salesforce Developer Instance, download and install Data Loader Application on your PC, and enter your login details into the Data Loader Application to… Continue reading Learn Salesforce Data Loader in less than 10 minutes (Video)

Automation, Flow

Create a Record-Changed Flow Available in Summer 20 Salesforce Release (Video)

https://youtu.be/Qs2auu4ORXQ With Summer 20 Release Salesforce is giving us the Record-Changed Flow Type that allows for after-save flows. These flows eliminate the need to use Process Builder to launch your Salesforce flows. Many automation tricks are possible now without using Process or Apex Triggers. In this short video, I am building a flow that creates… Continue reading Create a Record-Changed Flow Available in Summer 20 Salesforce Release (Video)

Automation, Flow

Track Project Resources with a Project Management Timesheet Application – Timesheet Calculation Flow

This is the second post in the post series titled "Track Project Resources with a Project Management Timesheet Application". The first post of the series on the Data Model is at this link. This post will cover a couple of concepts: Build a before-save fast update flow where data on a related record is retrieved… Continue reading Track Project Resources with a Project Management Timesheet Application – Timesheet Calculation Flow

Automation, Flow, Lightning

Track Project Resources with a Project Management Timesheet Application – Data Model

I planned on presenting a useful App that utilizes Flow functionality at Dreamin' events in 2020. I have a good amount of experience building Flows, and I thought if I can build something that can be useful for most of the potential audience out there, they will be motivated to try out Flow on Salesforce.… Continue reading Track Project Resources with a Project Management Timesheet Application – Data Model