Flow Formula to Standardize Opportunity Name

Big Idea or Enduring Question: How do you standardize the opportunity name to follow business defined naming convention?  Objectives: After reading this blog, you’ll be able to:  Understand when to use before-save flow Use the formula to concatenate fields in the flow Use assignment element to update the records  and

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Adding Validation to Flow Screen Components

Big Idea or Enduring Question: How do you validate user input for Screen Flow Components?  Input Validation in Salesforce Flow allows a system administrator to define custom logic and error messages to ensure data integrity. A Validation can contain a formula or expression that evaluates the data in one or more fields and

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Implement Gamification to Your Salesforce

Big Idea or Enduring Question: How can I use gamification in Salesforce to drive sales?  What are the ways to automate the gamification? Objectives: After reading this blog post, the reader will be able to: Create a flow that will automatically post a badge Trigger a Flow via Process Builder

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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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Add Record to Multiple Chatter Groups – Parsing Multi-Select Picklist fields (Flow)

In Spring’15 release Salesforce added a new feature on Chatter, that is Add records to Chatter Groups. In the last article Automatically add records to Chatter Group” I had discussed the way to automate this process. In this article, I am going to discuss how you can allow your users to

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