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 […]
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 […]
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 […]
There was a question this week in the Salesforce Learners Facebook group asking how to remove text characters from a mixed string of text characters and digits, leaving just the numeric digits. How I can seperate out only numbers from a TEXT using formula field. […]
I got a question earlier today about how can we check if a user has added a file to a Salesforce record. While this solution is not a perfect result because we don’t know the contents of the file to see if they uploaded the […]
Coming in the Salesforce Summer ’21 release is a new way to add fields to a flow screen element. Instead of manually configuring and adding new fields to a Screen element, you can use the new Fields selector. Now, before you get too excited about […]
I had a challenge today at work. I needed to display a list of Open Opportunities and Open Cases for any given Account. The aim was to give an account manager a quick view of what Opportunities and Cases were currently in progress for the […]
Add some Magic to your Salesforce Flows with Flow Magic from Salesforce Labs. No more boring picklists! You will build this flow in one of the mini-projects as part of our online course “Learning Salesforce Flow”. Visit CertifyCRM.com for more information.#salesforce #learningsalesforceflow #salesforceautomation #salesforceadmins
Here is a quick and easy flow to disable users accounts in Salesforce. Create a new screen flow, it will have these elements when completed: Add a screen element Give the header a name: Add a message to display (Display Text component): Add a picklist […]
Part 2 of our transition to flow where you get to build a complex flow for customer feedback.
