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Automation, Flow, Training, Video

Popular Flow Types – Learn Salesforce Flows Training Session 1

In January 2021, I decided to hold six live-stream training sessions to teach Salesforce Flows. I used a brand new platform called Superpeer to hold the sessions. This platform has a subscribe system that allows for the interested parties to join the session announcement list. Superpeer also provides the technology for the livestream sessions. An… Continue reading Popular Flow Types – Learn Salesforce Flows Training Session 1

Automation, Flow, Lightning, Video

ISCHANGED/ISNEW: Can a Salesforce Winter 21 Record-Triggered Flow use them (Video)?

Watch this video where I walk you through step by step as I create a record-triggered before-save flow and use workarounds to utilize ISCHANGED/ISNEW functionality. This video was recorded using a Winter 21 preview instance. So the short answer to the title question is that we still cannot use ISCHANGED/ISNEW, but the long answer is… Continue reading ISCHANGED/ISNEW: Can a Salesforce Winter 21 Record-Triggered Flow use them (Video)?

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

https://youtu.be/Qs2auu4ORXQ With Summer 20 Release Salesforce is giving us the Record-Triggered 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-Triggered (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