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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 there is at least one of each kind of automation enabled in your org right now. But which one should you be using for that next automation request? Based on Trailhead exercises, you should be using Process…
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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 consulting firm, we have the flexibility to choose the tools that work best for us which is great because I have found a perfect way to automate my life using Toggl, Zapier and Salesforce. This…
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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 solution that once required Apex. Because Process Builder is built with Flow as the chassis, you can do a lot of cool stuff with it and not know how to write a single line of…
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Creating Your First Approval Process
PREFACE: This post is part of the Zero to Hero series. Automation is where Salesforce shines. The ability for fields to update, automatically send an email, and tasks assigned based on specific logic. While workflows are used in many organizations, Approval Processes don’t get used quite as much. Perhaps they seem too formal, or too…
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Creating Your First Workflow Rule
PREFACE: This post is part of the Zero to Hero series. Salesforce is a great application, but companies don’t buy Salesforce just because it looks nice. They buy it because it can make information transparent, and greatly increase the efficiency of employees. This is done through general process improvement and automation! Salesforce has a powerful…
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