Salesforce Weekly

Hello, we're Salesforce Weekly. But you can call us Mike, Ines, and Chris.

Keep calm, grab some hot cocoa and embrace Winter ‘16

So you’ve met the new Salesforce and you could be forgiven for thinking that the upcoming Winter ‘16 release is only about Lightning, but keep calm, this is not another Lightning blog! So if you are looking for the main Winter ‘16 features which are not part of the new Lightning Experience you should be Read more about Keep calm, grab some hot cocoa and embrace Winter ‘16[…]

Struck by Lightning

So then, the cat is out of the bag. In truth, the bag had looked distinctly feline-shaped for a while now, and in the last few days it had begun to make purring sounds. But now it’s completely, publicly, globally, officially out of the bag. And how. Salesforce promised us a big announcement, and they Read more about Struck by Lightning[…]

Where to Find Us at Dreamforce

If you’re subscribed to this blog, or one of our regular readers, you might well have wondered why we’ve gone a bit quiet lately. The truth is there are a number of reasons. One of which is that we’ve been working on a new brand for the site that we’re hoping to launch in time for Read more about Where to Find Us at Dreamforce[…]

Summer 15 Preview: Mummy, please can I have an Ice cream?

You know it’s the start of summer when you hear that all too familiar sound of your local ice cream van ringing out, or in the case of Salesforce another set of release notes have been previewed providing the first glimpse into what we can expect from the next release. Here we’ll give an overview Read more about Summer 15 Preview: Mummy, please can I have an Ice cream?[…]

Hunting for Process Builder Treasure in Summer ’15

Can you hear that? It sounds very much like the familiar soundtrack of summer: the jingle of an approaching ice cream truck. But as well as the usual sweet treats, when this truck rounds the corner it will bring us a sprinkling of extra-special Summer ’15 surprises in the form of new Salesforce features. Here’s the scoop… Read more about Hunting for Process Builder Treasure in Summer ’15[…]

Hands on Video: Closed Loop Marketing with Flow Part 1

Welcome to another Salesforce Weekly hands on tutorial. This time we’re using flow to help us improve our Closed Loop Marketing activities. Background: Lead Management is a simple journey which starts with the creation of the Lead record. Various Marketing Activities are performed to warmed the Lead up. Once the Lead is Qualified the Lead Read more about Hands on Video: Closed Loop Marketing with Flow Part 1[…]

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[…]