Automation Champion

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    • Want to turn your life around for the better? Try gratitude – it will change your life!

      Posted at 1:18 PM by Rakesh Gupta, on November 20, 2018

      Thanksgiving is almost here, and you have more things on your plate than bake pumpkin pie and clean out the guest bedroom. Giving thanks is one of our core beliefs and a practice we demonstrate every day as human beings. I want to take this opportunity to express my deepest gratitude to everyone; and especially, to my blog readers, subscribers, blog sponsors, and entire Salesforce Ohana.

      Today I would like to wish all of my Salesforce Ohana a very Happy Thanksgiving! To those of you who either read my blog regularly – either via an email subscription; or RSS feed; or by visiting the automationchampion.com site; or Social Media – or have read my books, I am grateful to you for the time and trust you have invested in me. On my part, I too have invested hours in writing these posts, books and the discussions. But without you, the effort would be for naught.

      I feel such gratitude to have wonderful people in my life and a chance to break bread with many of you. I hope you all are able to spend excellent time with your loved ones and make the most of the long weekend!

      Thanksgiving gift – Discounted coupon for my books 

      This Thanksgiving I am in a partnership with my book publisher (Packt Publishing) to get the discount coupons for my books. You can apply these codes on Packt publishing website only. What are you are waiting for? go ahead and order one! 

      Read the rest of this entry!

      Posted in Administrator | 2 Comments | Tagged Salesforce book, Salesforce book discount coupons, Salesforce Freelancer, Salesforce Independent Architect, Salesforce Independent Consultant, Thanksgiving, Thanksgiving message, Thanksgiving Salesforce
    • Getting Started with Process Builder – Part 91 (Ride the 10 Horses Carriage to Become an Automation Expert in Style!!)

      Posted at 10:45 AM by Rakesh Gupta, on November 14, 2018

      Process Builder is a 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 process builder sloppily then, it may turn into a nightmare by flashing errors like SOQL 101 error, CPU timeout, etc.

      Let us first understand the role Process Builder plays in streamlining businesses processes and procedures. First and foremost, Process Builder helps businesses save time, as well as money, by enabling users to implement solutions quickly. Implementation of Process Builder is straightforward – you create a Process; test it; and then, use Change Set, to deploy it to Production.  The best part is, you do not have to write test classes for your Processes or Flows. 

      We all desire to be on the right side of the sword! The question is, how? How can one learn to adhere to best practices to implement process automation declaratively?

      Well, look no further! For, 100+ blogs, on Process Builder, are on Automation Champion alone.

      To get you started, this article summarizes best practices and strategies to implement Process Builder processes. 

      #1 Always! Plan before you build

      The key to successful project implementation is – design first and then implement. Process Builder is no different – the same logic applies here too. I have seen many cases where people start creating process(es) as soon as they get requirements. As a result, more often than not, users end-up getting some weird error messages.

      I am a seasoned trainer. Time and again, I have to remind my trainees not to rush into implementing the process as soon as I give them requirements! Furthermore, I get number of requests from the community to help them identify errors in their process builder. My first question to them is, please show me your design. Almost always, their response is – Design? Huh? What? I can show you my process, why do you need to see a design? So, please, save time and sanity – Design first! 

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

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

      Here are my suggestions – once you get the requirements do the following: Read the rest of this entry!

      Posted in Process Builder | 2 Comments | Tagged adm 201 certification, Automation Expert Salesforce, Lightning Flow, Lightning Flow error email, Lightning Process builder, One process per object, Process Builder Best Practice, Process Builder Design patterns, Process builder use case, Salesforce admin certification, salesforce Admin exam, Salesforce Freelancer, Salesforce Independent Architect, Salesforce Online Training, Salesforce Training
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    • Getting Started with Salesforce Flow – Part 43 (Dynamic Approval Routing in Salesforce)
    • Getting Started with Salesforce Flow – Part 57 (Adding Validation to Flow Screen Components)
    • Getting Started with Salesforce Flow – Part 11 (Count Number of records in a Record Collection Variable)
    • Getting Started with Salesforce Flow – Part 59 (Clone a Chatter Group with Members)
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