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
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
When BRDPro collected requirements for BEAM and compared them to the VS4 (nonprofit volunteer management package) functionality, it was evident that VS4 job scheduling is too complicated for the simple recurring schedules that BEAM had. BEAM Volunteer Manager had two main requirements: Web site Volunteer Sign Up process was managed on Google Forms. The current… Continue reading BEAM: Volunteer Hours Management Solution (Check-in/Check-out)
