Blog

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

Automation, Flow

Keep Salesforce Field Values Clean with Before-Save Updates in Flows

Ensuring data quality is a challenge for every Salesforce administrator. Users enter new information into the system using multiple interfaces every day. There are several tools available to keep the data clean in Salesforce: ValidationsReportsBatch updatesWorkflow rulesProcessCode Up until recently, flow could not be used by itself for this purpose. With Spring 20 Release, Salesforce… Continue reading Keep Salesforce Field Values Clean with Before-Save Updates in Flows

Automation, Flow, Process

Clone Custom Records Based On Certain Conditions on Salesforce

It all started with a Twitter post.... Melissa Hill Dees asked on Twitter whether she can clone records declaratively based on certain conditions on Salesforce . The original Twitter post is here: https://twitter.com/melissahilldees/status/1210676642865123329?s=20 I gladly accepted the challenge and created an example on a Salesforce Developer instance. Here we go: We have a custom object… Continue reading Clone Custom Records Based On Certain Conditions on Salesforce

Uncategorized

BEAM: Salesforce Appointment Scheduling Solution

BEAM (https://www.jaxbeam.org/) is a human services non-profit organization that provides emergency assistance and a path to economic stability for its clients.┬áBEAM envisions a future in which no Beaches resident goes hungry or is haunted by the fear of eviction.┬áBEAM supports its clients by providing pantry services, rent, mortgage, and utility payment assistance, nutrition consultancy, SNAP… Continue reading BEAM: Salesforce Appointment Scheduling Solution