Introducing… Salesforce Surveys!

Following Mike’s recent round-up of some of his favourite Spring ’18 features, I wanted to dive in to one of my faves, that Mike so cruelly and inexplicably left out last week – Surveys. Yes, Spring ’18 brings with it the first look at a fully native way of creating, sending, and analysing surveys on Read more about Introducing… Salesforce Surveys![…]

Being More Agile

A new year comes with new year resolutions and new release logos. Clearly the theme here must be about being Agile. Every individual and organisation can benefit from becoming more agile in 2018. In 2006 Salesforce made the switch from a waterfall approach to agile in order to improve productivity within a growing global engineering team. Read more about Being More Agile[…]

Where to find Salesforce Weekly at Dreamforce 2017

Whether you’re lucky enough to be joining us in San Francisco for this year’s Dreamforce, or whether you’re already looking forward to catching up on the session recordings online, this is where you can find your Salesforce Weekly authors in action this year… Make the Jump to Lightning …And Get It Right First Time Mike Read more about Where to find Salesforce Weekly at Dreamforce 2017[…]

Admin Commandment #2 – An Awesome Admin should always… use the sandbox for making changes (with a few exceptions!)

Here we go with our second Admin Commandment – an Awesome Admin should always use the sandbox, where available, for making and testing changes. Hopefully an obvious one, but you’d be surprised how tempting it is to go straight into production with something you might think is a ‘simple’ change. Luckily for us Salesforce have Read more about Admin Commandment #2 – An Awesome Admin should always… use the sandbox for making changes (with a few exceptions!)[…]

Admin Commandment #1 – An Awesome Admin should always… complete the description and help text fields!

We have been thinking about this one for some time and after bringing a dose of commandments to Release Readiness, we feel it’s time to turn our attention to you Awesome Admins. Over the next 10 weeks we’ll be taking you through the Admin 10 Commandments, dealing with them one at a time. What is Read more about Admin Commandment #1 – An Awesome Admin should always… complete the description and help text fields![…]

Hands on Video: Closed Loop Marketing with Flow Part 1

Welcome to another Salesforce Weekly hands on tutorial. This time we’re using flow to help us improve our Closed Loop Marketing activities. Background: Lead Management is a simple journey which starts with the creation of the Lead record. Various Marketing Activities are performed to warmed the Lead up. Once the Lead is Qualified the Lead Read more about Hands on Video: Closed Loop Marketing with Flow Part 1[…]

Hands On Video: Introduction to Process Builder

We thought we would Unofficially kick off the Lightning Developer Week with our first video post covering the new Lightning Process Builder. A Lightning Overview of Process Builder With Process Builder you can easily automate complex business processes with point-and-click tools. Automatically update or create new records, emails, and tasks or submit approval requests in a few Read more about Hands On Video: Introduction to Process Builder[…]

How To: Use Flow to Report on the Most Recent Record (Enhanced Setup and Extended Use Case)

As part of our series of #FlowFeb blogs, we recently shared this example of how Flow can be used to help report on only the most recent child record. By creating a Most Recent Record checkbox field on the child object and using Flow to maintain this field across all records whenever a new one Read more about How To: Use Flow to Report on the Most Recent Record (Enhanced Setup and Extended Use Case)[…]

How To: Use Flow to Report on the Most Recent Record

This month is quickly becoming Flow February here at Salesforce Weekly. Following Mike’s examples of how you can build (and improve) a flow to create your own rollup summary, here we are going to tackle another relatively common requirement – the ability to include only the most recent child record in a report – and see Read more about How To: Use Flow to Report on the Most Recent Record[…]