You may be thinking, what am I so excited about the Salesforce recent release? Well, let me count the reasons! However, one of the reasons, that stands out the most is, enhancements related to Process Builder – Oh, yes! you got that right. Let me start with a few examples:
Category: After-Save Flow
Getting Started with Salesforce Flow – Part 85 (Bye Bye Manual Work – Auto create Quip folder, Document and, Attach it to a Record!)
Quip not only helps Sales teams to organize their work and integrate seamlessly with Salesforce. But, it also empowers the teams to be consistent, foster collaboration, and remain focused. Quip is not only a collaboration tool but, it also has the capability to create slides, excel, sheets and connect with live
Getting Started with Salesforce Flow – Part 81 (Ever Wonder What is a Per Object – Per Type Record-Triggered Flow 🤔? ))
This is a continuation of my last article Salesforce Flow Design Patterns – from Fundamentals to Mastery. In my previous article, I discussed various best practices and design considerations when it comes to building an efficient Flow. This article goes a step further and explains how a user can create, and
Getting Started with Salesforce Flow – Part 79 (Salesforce Flow Naming Conventions)
As a declarative programmer, you always want to create clean flows where naming has to be appropriate so that any other programmer can find it easier to read the flow and understand. Now, this may seem meaningless to you but think about a situation where you are investigating a flow
Getting Started with Salesforce Flow – Part 78 (Auto Forward Records to a Connection)
To understand how to solve the same business use case using Process Builder. Check out this article Getting Started with Process Builder – Part 10 (Auto forward Records to a Connection). Big Idea or Enduring Question: Salesforce-to-Salesforce is a natively supported feature of the Salesforce Platform and easily enables two
Getting Started with Salesforce Flow – Part 77 (Running Lead Assignment Rules From Salesforce Flow)
To understand how to solve the same business use case using Process Builder. Check out this article Getting Started with Process Builder – Part 49 (Running Lead Assignment Rules From Process Builder). Big Idea or Enduring Question: How do you run the lead assignment rule from the Salesforce flow? Lead
Getting Started with Salesforce Flow – Part 76 (Salesforce Flow Design Patterns – from Fundamentals to Mastery)
Salesforce Flow is like a double-edge sword – on the one hand, it is one of the most powerful tools provided by Salesforce to implement business automation declaratively; on the other hand, if one implements Salesforce Flow sloppily then, it may turn into a nightmare by flashing errors like SOQL