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 correct one, we can check if there are any files related to the record in question. Files in Salesforce are […]

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

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 update the current record or a parent record only. Can only have one if/then statement. Can send email alerts. Can […]

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 years ago – so it’s long overdue. First demonstrated at Dreamforce 2018, the feature will be available for custom objects […]