Topic
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 there is at least one of each kind of automation…
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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…
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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…
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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…
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Creating Your First Workflow Rule
Heads up (updated November 2026): Salesforce ended support for Workflow Rules on December 31, 2025, and you can no longer create new ones. The concepts here still help you understand…
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