Automation, Flow, Lightning, Video

Secure Salesforce Community Guest User for Flows in Summer 20

Do you have external Guest Users create new Salesforce records, read and update existing ones using Communities? Salesforce is securing the Guest User access with Summer 20, which means that your current setup may stop working. This video will also be interesting for you if you don't have this setup currently, but you would like… Continue reading Secure Salesforce Community Guest User for Flows in Summer 20

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

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