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[…]

How To: Getting Started with Visual Flow (Part 2)

Let’s see how easy it is to build a Flow taking one of the use cases from Getting Started with Flow Part 1  http://www.salesforceweek.ly/2014/09/getting-started-with-visual-flow.html Solution Overview: Create a button which navigates the user to a Data Entry screen where they can enter basic details about a Primary Contact, such as FirstName and LastName.  Take the user entered details and create Read more about How To: Getting Started with Visual Flow (Part 2)[…]

How To: Getting Started with Visual Flow (Part 1)

Welcome to the first part of a post about Getting Started with Visual Workflow. I thought it’s about time we started looking into Visual Workflow, or simply Flow, in more depth, especially as it’s often touted as a saviour to many automation challenges on the success community. Until now, it has been the last option which Read more about How To: Getting Started with Visual Flow (Part 1)[…]

How To: Improve Campaign Analytics using Contact Roles

I’m going to start this post by saying something controversial. Although I love being part of the Salesforce user community, and although I think that we are on the whole an intelligent, informed and helpful bunch, we are sometimes wrong. You cannot always trust what the community says. The wisdom of crowds isn’t always that wise. Read more about How To: Improve Campaign Analytics using Contact Roles[…]

Driving Data Access: Profiles vs Roles

One of the first things that someone new to administering Salesforce will need to learn is how to manage data access by using and controlling profiles and roles. Unfortunately it can also often be one of the steepest learning curves, and if you’re anything like me you’ll be up and running on things like custom fields, Read more about Driving Data Access: Profiles vs Roles[…]

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How To: Improve Your Lead Conversion Data Validation

It can sometimes be tough to get the balance of data validation just right on the lead object in Salesforce. By its very nature it’s a temporary, transient object designed for pre-qualifying a contact, organisation or enquiry, and many of them never go anywhere – so you don’t want to be too heavy-handed with validation rules. Read more about How To: Improve Your Lead Conversion Data Validation[…]