Quick-guide to VLOOKUP for automation experts

*This post was contributed by guest author Hannah Sharron  VLOOKUP is one of the most well-known Excel functions – and not without reason! If I had to tell the most used function in excel, I would say VLOOKUP. Many people would even say, that you have not learned Excel if you

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[Introducing My New Book] Learning Salesforce Visual Workflow – Second Edition

I am pleased to announce the release of Learning Salesforce Visual Workflow and Process Builder – Second Edition. This is a second book I have published this year. I am grateful to all my supporters and critics for their constructive feedback. Thank you so very much! Salesforce Management System is an information

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Getting Started with Process Builder – Part 68 (Deploy Flow(s) or Process(es) Using MavensMate)

Big Idea or Enduring Question: How do you deploy Flows or Processes using MavensMate?   Objectives: After reading this blog post, the reader will be able to: Understand how to use MavensMate to deploy flows Understand how to use MavensMate to deploy processes Deploy components to any org using MavensMate Business Use Case Pamela

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Getting Started with Process Builder – Part 67 (How to fix MALFORMED_ID error)

I want to thank, each reader, and followers of automationchampion.com, for their support and feedback(s). Some of you requested me to write a blog post to explain (1) MALFORMED_ID Error; and, (2) how to solve it.  I have and will continue to, try my best to incorporate suggested topics, from readers and

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Getting Started with Process Builder – Part 65 (Resolve ALL_OR_NONE_OPERATION_ROLLED_BACK error)

Process Builder is a way of automating business processes. It is an upgraded version of the Workflow Rule. Whenever a user creates a process, the system automatically creates a Visual Workflow – and a Flow Trigger (which is now deprecated) – to call the Flow. Creation of the Flow happens behind the scenes; and

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Getting Started with Process Builder – Part 63 (Update whoId when shared activities are enabled)

This is a continuation from my last article Getting Started with Process Builder – Part 62 (Auto share events from a shared Calendar). In my previous article, I had discussed a use case, whenever an event is created without populating Name and Related To fields, then the process will automatically update

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