Topic
Automation & Flow
Flow, Workflow Rules, Process Builder, approval processes, and cleaning up legacy automation.
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Automation Showdown: Process Builder vs Workflow
Ahhh, the great automation debate: Process Builder versus Workflow. Both are powerful tools, both offering countless benefits. More than likely…
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Using Zapier to Automate Time Logging in Salesforce
One of the least exciting parts of my job as a consultant is logging my time. Working for a small…
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Appending a Long Area Text Field With Process Builder
One of the things I love about Process Builder is that you don’t need to know code to configure a…
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Using Automation to Manage the Lead Lifecycle
A guest post by Kristi Campbell. One of the best things for me about being a Salesforce Administrator is that…
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The Case for Automation: A Seat at the Table
A guest post by Peter McMillan. As a Salesforce Admin, you are faced with the needs and wants from every…
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Send Text Alerts From Salesforce Using Email to SMS
This is a guest post from Adam Marks. A fairly common request that I get is, “how can I send…
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Automation Celebration: Creating My First Visual Workflow
Hundreds. This is the number of times you have probably heard about all of the amazing things that the Cloud…
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