AppOps: NextGen DevOps Built for Admins
DevOps has been a growing topic in the community, especially since Salesforce announced they were working on the DevOps Center last year, but there’s already a new kid on the block—AppOps. In this post I’ll attempt to explain what each is, the key differences between them, and how you can
Hurray! Parsing a Multi-Select Picklist is Trouble No More! Phew!
Big Idea or Enduring Question: Provide a wizard that allows your Inside Sales Team, Telemarketers to add Lead to multiple Campaigns. 6 years ago I wrote an article (Add Record to Multiple Chatter Groups – Parsing Multi-Select Picklist fields) to parse Multi-Select Picklist or Checkbox Group in Salesforce Flow. Not
Copado – Low Code DevOps Platform
One of the biggest challenges companies face is the difficulty of making changes safely and quickly to their IT systems. As companies move to becoming digital enterprises, more and more departments are building competency in creating and managing their own systems. This has led to the rise of low code
Auto Unfollow Records Based on Criteria
Big Idea or Enduring Question: Want to automatically unfollow records when records meet specific criteria? As you know, users can Follow and Unfollow records by clicking on the Follow icon on the record’s Detail page. However, users can automate the Follow/Unfollow process – based on some criteria – either by
Gain Control on Your Salesforce Org – The Smart Way to Lead Changes in Salesforce
The Complexity Dilemma Salesforce teams are faced with daily requests from management and business teams, that often come with aggressive delivery times. This reality inevitably leads to a classic dilemma – Should they create longer processes and utilize more resources to ensure the Salesforce Org stays healthy and stable? Or
Auto Follow Records Based on Criteria
Big Idea or Enduring Question: How your users can automatically follow records when the records meet specific criteria? Within Salesforce, users can Follow and Unfollow records by clicking on the Follow icon on the record’s Detail page. If you want to automate the Follow/Unfollow process based on some criteria, then
Allow Users to Mass Transfer Records They Own
Big Idea or Enduring Question: How do you allow Sales reps an easy to transfer their opportunities to another user? In today’s world, Sales reps switch their job frequently. Transferring their existing or closed deals or leads to another user is time-consuming work. Salesforce provides various ways to change the Ownership of
Upskill on Flow – Learn How to Use DOESN’T CONTAINS Operator – and Show-Off!
Big Idea or Enduring Question: What if your use case requires you to use DOESN’T CONTAINS operator in Flow? With a sigh, you may want to remind me that, in Salesforce Flow, one cannot use the DOESN’T CONTAINS operator to filter the records! My response? – So, what! We are savvy