Hands On Video: Introduction to Process Builder

We thought we would Unofficially kick off the Lightning Developer Week with our first video post covering the new Lightning Process Builder. A Lightning Overview of Process Builder With Process Builder you can easily automate complex business processes with point-and-click tools. Automatically update or create new records, emails, and tasks or submit approval requests in a few Read more about Hands On Video: Introduction to Process Builder[…]

How To: Use Flow to Report on the Most Recent Record (Enhanced Setup and Extended Use Case)

As part of our series of #FlowFeb blogs, we recently shared this example of how Flow can be used to help report on only the most recent child record. By creating a Most Recent Record checkbox field on the child object and using Flow to maintain this field across all records whenever a new one Read more about How To: Use Flow to Report on the Most Recent Record (Enhanced Setup and Extended Use Case)[…]

How To: Use Flow to Report on the Most Recent Record

This month is quickly becoming Flow February here at Salesforce Weekly. Following Mike’s examples of how you can build (and improve) a flow to create your own rollup summary, here we are going to tackle another relatively common requirement – the ability to include only the most recent child record in a report – and see Read more about How To: Use Flow to Report on the Most Recent Record[…]

How To: Create Roll Up Summaries using Flow – Part 2

As promised and continuing on from my previous post on Creating Roll Up Summaries using Flow, I want to offer up one solution for recalculating Project Total Time on Delete of Time Entry records. Remember the last time? We showed how to use creations and edits of Time Entry records to calculate a rolled-up Total Time, Read more about How To: Create Roll Up Summaries using Flow – Part 2[…]

How To: Create Roll Up Summaries using Flow – Part 1

Roll Up Summary fields are one of the most useful custom field types in Salesforce, but not when your object model is based on lookup relationships. You see this magic only works on objects which are related as master-detail. So what are your options here? Install an app such as Rollup Helper from the AppExchange or Read more about How To: Create Roll Up Summaries using Flow – Part 1[…]

How To: Build a Formula to Add Months to a Date

After a few weeks without a new blog post, here is our second in quick succession! But I must confess this one did not take long to put together, as the topic I want to share with you today is something I’ve been looking into for a while now: adding months to a date in Read more about How To: Build a Formula to Add Months to a Date[…]

How To: Solve the Mystery of Disappearing Scheduled Actions in Process Builder

As February creeps ever nearer, it feels wrong to be saying this but… Happy New Year! The blog has been a little quiet lately, so this is our first post in a little while. But hey, I can explain! Along with the usual suspects of Christmas and New Year, one of the reasons I’ve been Read more about How To: Solve the Mystery of Disappearing Scheduled Actions in Process Builder[…]

A Recipe for Success

In this world of increasingly connected devices, where the Internet of Things is the only internet the savvy technologist would be seen dead on, you’re sure to have come across IFTTT.com. The site, which takes it name from the concept of If This Then That, provides a library of publically-authored ‘recipes’ which allow you to Read more about A Recipe for Success[…]

Process Builder: Welcome to the Future of Point-and-Click

  This year’s Dreamforce event hasn’t even run its course yet, and already there is much buzz in the community around some of the new features that have been announced. Here we will give a brief, immediate reaction to one that we believe is the future of declarative development on the Salesforce platform – the Read more about Process Builder: Welcome to the Future of Point-and-Click[…]