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[…]

Spring ’15: Release Notes Digest

Salesforce gave us all an early present yesterday when the preview release notes for Spring ’15 were published. For a release which delivers on an unprecedented number of IdeaExchange suggestions, the release notes (available in HTML and PDF) are remarkably trim at just 252 pages (congratulations to Brian Kwong whose wizardry led him to the Read more about Spring ’15: Release Notes Digest[…]

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[…]

How To: Getting Started with Visual Flow (Part 2)

Let’s see how easy it is to build a Flow taking one of the use cases from Getting Started with Flow Part 1  http://www.salesforceweek.ly/2014/09/getting-started-with-visual-flow.html Solution Overview: Create a button which navigates the user to a Data Entry screen where they can enter basic details about a Primary Contact, such as FirstName and LastName.  Take the user entered details and create Read more about How To: Getting Started with Visual Flow (Part 2)[…]

How To: Getting Started with Visual Flow (Part 1)

Welcome to the first part of a post about Getting Started with Visual Workflow. I thought it’s about time we started looking into Visual Workflow, or simply Flow, in more depth, especially as it’s often touted as a saviour to many automation challenges on the success community. Until now, it has been the last option which Read more about How To: Getting Started with Visual Flow (Part 1)[…]