-
Salesforce Features To Skyrocket User Productivity and Adoption
Salesforce has done a great job of implementing new features over the last few years to help drive user productivity and adoption. Some of those features were cloud specific functionality (only available in Service Cloud for example) which have made their way to Sales Cloud. And, with the advent of the Lightning Platform, the technology…
-
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…
-
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…
-
Building Better Field History Tracking
Salesforce field history tracking is a great built in feature, but doesn’t always meet the requirements of the business and can be cumbersome when trying to report on the historical data. Administrators struggle specifically with Opportunity field history reporting. Determining stage duration, how an Opportunity moves through the pipeline and related changes to the Opportunity…
-
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 Flow Designer (formerly Visual Workflow) can do. But for the non-technical, declarative developers like myself, my mind hasn’t properly wrapped itself around the complexities of the tool and as a result, I had nearly given…
Admin Hero 