An Introduction to Version Control for Salesforce Flow

Big Idea or Enduring Question: What happens when the business requirements for a Salesforce Flow change after it’s already activated and in use? Objectives: After reading this article, you’ll be able to: Modify an existing flow to reflect new requirements Clone an existing flow to create a new version  Business

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Bypass Salesforce Flow for a Specific User or Profile

Big Idea or Enduring Question: How can you bypass a Salesforce Flow for a specific user or profile?  Until now, we have created many flows using Salesforce Flow. It is an easy and fun experience to create flows. These flows will execute as soon as they meet the criteria. There

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Easiest Way to Find Newly Created Objects and Fields in Salesforce

Big Idea or Enduring Question: How to find newly created or modified fields in Salesforce? Objectives: After reading this blog, you’ll be able to: Understand Tooling API objects – CustomField and CustomObject Query Tooling API objects from Developer Console  Find out newly created or modified custom fields  Find out newly

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Insert Users with Data Loader in Salesforce

Big Idea or Enduring Question: How to insert users with Data Loader in Salesforce? There are times when you will have to create users in Salesforce, for example, At the end of project development, create users for UAT testing.  Load users from legacy system to Salesforce. You’ve hired a few

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How to Download and Install Data Loader

Big Idea or Enduring Question: How to Download and Install Data Loader for Mac and Windows?  Objectives: After reading this blog, you’ll be able to: Download and Install Zulu Open JDK Download and Install Data Loader Open Unidentified Developers app on MacBook Business Use case Neil Patel is working as a

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Einstein Activity Capture: A Closer Look for Salesforce Admins

As a Salesforce Administrator, it’s your job to reduce busywork for your sales team so they can focus on more important things. One common example of busywork is updating data between Salesforce, email, and calendar applications. Fortunately, there are now several solutions that can help your sales team reduce routine

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