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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 in Summer ’20. More info here …
A Salesforce record is modified on 1 April. It meets the criteria for a time-based workflow rule scheduled to run 7 days later. On 4 April, the record is modified and no longer meets the criteria. On 5 April, the record is modified again and now meets the criteria. When will the workflow action run?
Answer: On April 4th when the record no longer meets the criteria, the time based workflow action will be removed from the queue. On April 5th when the record is edited and again meets the criteria, the workflow action will be scheduled for April 12th. So April 12th is the correct answer.
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 […]
As an awesome #Salesforce Administrator, what regular tasks do you need to perform and when? This great article from CIO Magazine will help you schedule the tasks you need to be doing to keep your org in tip-top condition. #salesforceadmns
Don’t forget to 1) Link your Webassessor and Trailhead accounts by Dec 14th and 2) complete your Summer 18 maintenance exam requirements by Dec 14th. More info here: Link Webassessor and Trailhead Deadline
Build this Travel Agency app to help prepare for your Salesforce Administrator exam. It’s part of our FREE Salesforce Certified Administrator course at www.CertifyCRM.com #salesforceadmns
A new Flow tool is coming (without flash) in the Salesforce Winter 19. Unfortunately the link about the retirement plan does not work yet to tell you any more. Need to wait for release notes.
How many times have users come to you with a report problem and you find they used the wrong report type and you have to scrap everything they did and start again? We can prevent that problem with a few clicks. Restrict Report Types #salesforceadmns #salesforce