Category: App Builder

May 22, 2021

Count files added to a Salesforce record

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 […]

March 24, 2021

Add some Magic to your Flows

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

December 12, 2020

Lightning Messaging Utility

The Salesforce Lightning Messaging Utility is a great little tool from Salesforce Labs (Free) that admins and developers can use to highlight important information to your users.

October 23, 2020

Transition to Salesforce Flow

With Salesforce concentrating its future development efforts on Flow, it’s time to take a good look at the reasons why Flow should be your no-code automation tool of choice on the Salesforce platform.

October 10, 2020

Salesforce Automation Tools

In this article, we compare the three no-code automation tools for Salesforce. These tools can automate business processes in Salesforce without writing Apex code: Workflows Process Builder Flow Builder Workflows Workflows are the oldest of the automation tools. Features Quick, relatively simple to configure. Can […]

August 2, 2020

New CertifyCRM.com website

Our website has had a major makeover, new hosting, new OS version, a new Learning Management System version and a new theme. Faster, easier, sleeker, prettier. Go visit now: www.CertifyCRM.com

June 7, 2020

Salesforce Dynamic Forms

Dynamic Forms – the ability to dynamically display fields on a lightning page when you want them is one of the most requested Salesforce features of all time with over 98,000 points on the Salesforce Idea Exchange. The original idea for this feature was posted over 13 […]

February 26, 2019

Salesforce Automation with Workflow Rules

Following our previous article on Salesforce automation tools, this article covers automation using the Workflow tool in more detail. Workflows are suitable for a single if/then statement that is triggered when a record is […]