Why Is Accounting Automation Now A Business Requirement
Click a button and it’s done – automation is a simple solution to very timely, and often complicated processes. This is especially true for accounting. But more than that, it’s a testament to how applying automation can inherently strengthen the function itself and its value to an organization. Let’s look
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
Auto Forward Records to a Connection Using Salesforce Flow
Big Idea or Enduring Question: Salesforce-to-Salesforce is a natively supported feature of the Salesforce Platform and easily enables two dealing partners to share relevant data records in real-time. It allows you to share records with your business partners that use Salesforce and get real-time updates on the shared data. For
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
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
Deploy Flow(s) or Process(es) Using Workbench
Big Idea or Enduring Question: How do you deploy Flows using Workbench? Objectives: After reading this blog post, the reader will be able to: Understand how to use Workbench to retrieve change set Understand how to use Workbench to deploy flows Understand how to use Workbench to deploy any components Deploy components to
Deploy Flow(s) or Process(es) Using the Visual Studio Code
Big Idea or Enduring Question: How do you deploy Flows or Processes using the Visual Studio Code? Objectives: After reading this blog post, the reader will be able to: Understand how to use the Visual Studio Code to deploy flows Understand how to use the Visual Studio Code to
Distribute Flow(s) or Process(es) Using Packages
Big Idea or Enduring Question: How do you deploy Flows or Processes using the Packages? Objectives: After reading this blog post, the reader will be able to: Understand how to use packages to deploy flows Understand how to use packages to deploy processes Deploy components to any org using packages Business Use Case