October 31, 2021

Make the Transition to Salesforce Flow

Salesforce is retiring Workflow rules and Process Builder in the near future. The time to start planning moving your Salesforce automations to Flow is right now. In this series of articles, I will explain why this change is occurring, what you need to do and I will even provide you with a plan to migrate all your workflows and Process Builder to Flow.

September 29, 2021

An Adventure to Camp Trailhead

Salesforce mascots Astro, Codey and Ruth headed off to Camp Trailhead to have a weekend away. They had just attended three crazy days of Dreamforce, performed with the Foo Fighters, had selfies taken with all sorts of friendly strangers and walked a mile in bare […]

August 17, 2021

Two new flow Features

Two new features are coming to Salesforce Flow in the Winter ’22 release: 1) Sub-flows support for Record Triggered flows. Only available with after-save flows but they permit reusable sub-flows, reducing complexity and improving debugging. Break large flows into more manageable parts with subflows also […]

July 2, 2021

Create a Roll-Up Summary with Flow

Here is a (relatively) simple example of how to create a roll-up summary that counts how many contacts that exist for a given account and keeps this number up to date as you add/edit/delete contacts that are related to this account. You can easily take […]

June 24, 2021

Salesforce Flow – Credit Card Application

Credit Card Application Build a screen form (two columns with conditional fields) Create an Account record Create a Contact record (and link to account) Create an Opportunity (and link to account/contact) Depending on card type and the limit applied for: Automatically approve -OR- Create a […]