Salesforce Spring 18 Features – Flow (Visual Workflow)

This is the fourth and final part of our Spring 18 write-ups. As a quick reminder, we covered Sales Cloud in our first point, Service Cloud and Field Service in our second and then Communities in our previous post. Lately, our last post has touched on a floating topic. For Winter 18 we covered Field Read more about Salesforce Spring 18 Features – Flow (Visual Workflow)[…]

Salesforce Spring 18 Features – Service Cloud & Field Service Lightning

I hope everyone had a terrific New Year and that you’re staying warm in this deep freeze. Hopefully things start thawing out soon and a good precursor to the real spring coming is that Salesforce Spring 18 is just a few short weeks away from going live. The release notes have been out for a Read more about Salesforce Spring 18 Features – Service Cloud & Field Service Lightning[…]

Use Assignment Rules for Leads or Cases Anytime – Leveraging Flow

One of the drawbacks for standard Case or Lead Assignment rules is that they can only be used when a new record is created. There are a lot of times when you’d love to push that Lead or Case back into the assignment rules based on new values. With Leads, this is really common based Read more about Use Assignment Rules for Leads or Cases Anytime – Leveraging Flow[…]

Overview of salesforce’s Process Builder

Process Builder is one of the most exciting new administrator tools that salesforce has released in years. As many of you know, Process Builder was released in beta for Winter 15 and will soon be generally available in Spring 15. As we’ll detail below, Process Builder really expands what an administrator can do with standard Read more about Overview of salesforce’s Process Builder[…]

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