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

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