Get Ready for Guided Success

Let’s start this one off with a massive congratulations to Ines on her wedding and wish her well as she heads off on honeymoon for the next month leaving blogging duties in our capable hands. [Sure you don’t mean ‘culpable’? – Ed.] Let’s continue… This week I’ve been continuing my journey back into the low-code Read more about Get Ready for Guided Success[…]

How To: Audit Record Views in Salesforce [Credit: Machine Readable People]

Let me start this post with a huge, bold-fonted, shout-it-from-the-rooftops disclaimer so that there can be no doubt about the true brains behind this week’s How To… THIS IS ALL THE WORK OF SOMEONE ELSE AND IF YOU WANT TO THANK ANYONE FOR IT THEN YOU SHOULD THANK THEM AND NOT ME, AND I GET NO Read more about How To: Audit Record Views in Salesforce [Credit: Machine Readable People][…]

Getting started with the Salesforce CLI – Part 3

Well, we know two things to be true: we promised more on the Salesforce CLI, and we promised to stay true to our name and publish content weekly – so here I am bringing you yet more Salesforce CLI! This time we are going to dive into the sfdx force:apex command and explore these capabilities in more Read more about Getting started with the Salesforce CLI – Part 3[…]

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Getting started with the Salesforce CLI – Part 2

Ready to continue our journey into the world of Salesforce CLI? If you can write Salesforce formulas and build complex flows you can handle this …but most importantly you can use this to manage your orgs way more efficiently and quickly once you leave the UI behind. Missed Part 1 of this series? Well here Read more about Getting started with the Salesforce CLI – Part 2[…]

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Getting Started with the Salesforce Command Line

Every day is a command line day for me these days, and it’s incredibly fun, addictive and easier than you think. In the now infamous words of Mr Peter Chittum: “Do Not Fear the Command Line” Of course, I am talking a bit more than just Command Lines in general here – I am talking Read more about Getting Started with the Salesforce Command Line[…]

Being More Agile

A new year comes with new year resolutions and new release logos. Clearly the theme here must be about being Agile. Every individual and organisation can benefit from becoming more agile in 2018. In 2006 Salesforce made the switch from a waterfall approach to agile in order to improve productivity within a growing global engineering team. Read more about Being More Agile[…]

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)[…]