Salesforce Educational Series #4: Process on Lead Conversion?
For the last few years, Salesforce has promoted using the combination of Process Builder and Flow to solve business problems using “clicks, not code.” Taking this advice to heart, I have created dozens of Processes and nearly a hundred Flows…
Salesforce How-To Educational Series #3: Process Builder
Here are quick tips for two things I did not know before I discovered them today… Page layouts can cause Process errors If you have a Process (built using Process Builder) that updates a field on an object, that field must appear…
Salesforce How To Educational Series #1
One of my mentors suggested that I create a series of blog posts about how I do my job. So here goes.. I am often refer to my self as the “CEO of Salesforce” for my company. We have 330+…
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