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