Tag: Processes

Explaining and Exploiting the Process/Flow Relationship

Posted on by Chris

For over 100 cities across the world, last week was Lightning Week, where user groups shared information and demonstrations on the four new features introduced with Salesforce1 Lightning: Components, Connect, App Builder and Process Builder. But just how new is that last one? Well, the Process Builder UI, with its flow-chart style of layout, is Read more about Explaining and Exploiting the Process/Flow Relationship[…]

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

Posted on by Mike

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[…]