In the second part of our Dreamforce Digest series, I wanted to share some information about what’s on Salesforce’s roadmap for the coming releases. For me, this is probably the biggest benefit I get out of Dreamforce each year: attending roadmap talks and the ever-popular True to the Core session with Parker Harris, Shawna Wolverton, Read more about Dreamforce Digest #2: The Future of Flow …and the Roadmap for the Rest[…]
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[…]
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)[…]
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[…]
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)[…]