How To: Solve the Mystery of Disappearing Scheduled Actions in Process Builder

As February creeps ever nearer, it feels wrong to be saying this but… Happy New Year! The blog has been a little quiet lately, so this is our first post in a little while. But hey, I can explain! Along with the usual suspects of Christmas and New Year, one of the reasons I’ve been Read more about How To: Solve the Mystery of Disappearing Scheduled Actions in Process Builder[…]

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 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)[…]

How To: Extend Cross-Object Workflow Rules

If you’ve ever wanted to fire a workflow on an object based on a trigger condition in a separate related object, you’ll know it’s not always possible. If the objects are in a master-detail relationship and you need to update the parent object, no problem, a workflow can handle this. But what about updating the Read more about How To: Extend Cross-Object Workflow Rules[…]

Spring 14 – What To Expect (But Not When To Expect It)

With some of the seriously chilly weather we’ve recently been experiencing on both sides of the Atlantic, it’s fair to say that Spring feels a long way away at the moment. And it looks like the folks at Salesforce agree, having just delayed the expected arrival of their Spring ’14 release to an as-yet-unconfirmed date, Read more about Spring 14 – What To Expect (But Not When To Expect It)[…]

Hit the Roadmap

This year’s Dreamforce was my first, and it was as interesting, fun, frantic, overwhelming and worthwhile as I’d expected. But one thing I didn’t expect from the event was to learn so much about what is on Salesforce’s roadmap for their next few releases. Parker Harris’ True To The Core and a host of product-specific Read more about Hit the Roadmap[…]