Getting Started with Salesforce Flow – Part 74 (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

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Getting Started with Salesforce Flow – Part 72 (Deploy Flow(s) or Process(es) Using Change Sets)

Big Idea or Enduring Question: How do you deploy Flows or Processes using the Change Sets?   Objectives: After reading this blog post, the reader will be able to: Understand how to use change sets to deploy flows Understand how to use change sets to deploy processes Deploy change sets from sandbox to production

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Getting Started with Salesforce Flow – Part 44 (Auto Convert Marketing Qualified Leads)

Big Idea or Enduring Question: How do you set automation to auto-convert marketing qualified leads?  When there is a chance of further negotiations with a lead, it can be converted into an account, contact, optionally an opportunity. In short, once the lead status has reached a certain stage, it can

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Getting Started with Process Builder – Part 94 (Bye Bye Manual Work – Auto create Quip folder, document and, attach it to a record!)

–> Special thanks to Arnab Bose (VP, Product Management at Quip) and his team for providing Quip Enterprise access to me.  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

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Getting Started with Process Builder – Part 79 (Auto Remove Managed Package License from a Deactivated User!)

Process Builder in Salesforce is a fantastic way to automate various business processes. It allows you to create a process based on certain criteria that you set. Process Builder can do many things – Create a record, Update records, Post to Chatter, Send an email, etc. A few years back –

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Getting Started with Process Builder – Part 75 (Accessing Encrypted Data in Process Builder)

Have heard about, and implemented, Shield Platform Encryption (SPE), Right? No? No worries – Trailhead is at your rescue! Trailhead has an amazing module  Get Started with Shield Platform Encryption. The module will teach you the ins and outs of platform encryption! In this blog, my primary focus is to show

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