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[…]

Summer ’16 – Our Top Ten Features

Before we knew it, Winter has become a distant memory and Spring is edging its way towards the exit. Yes, that’s right – Summer is nearly here! And that means that we’re also preparing for Salesforce’s Summer ’16 release, their 50th major product release! Quite the milestone for a company founded 17 years ago. It’s Read more about Summer ’16 – Our Top Ten Features[…]

Admin Commandment #4 – An Awesome Admin should always… know the value of clicks AND code!

For Admin Commandment #4 we’re focusing on the age-old question of ‘how much code does an admin need to know?’, but with a twist. We believe an admin doesn’t need to know any code to be a good admin, but what’s certain is that they really need to know the value of code: where it’s Read more about Admin Commandment #4 – An Awesome Admin should always… know the value of clicks AND code![…]

Hunting for Process Builder Treasure in Summer ’15

Can you hear that? It sounds very much like the familiar soundtrack of summer: the jingle of an approaching ice cream truck. But as well as the usual sweet treats, when this truck rounds the corner it will bring us a sprinkling of extra-special Summer ’15 surprises in the form of new Salesforce features. Here’s the scoop… Read more about Hunting for Process Builder Treasure in Summer ’15[…]

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: Create Roll Up Summaries using Flow – Part 1

Roll Up Summary fields are one of the most useful custom field types in Salesforce, but not when your object model is based on lookup relationships. You see this magic only works on objects which are related as master-detail. So what are your options here? Install an app such as Rollup Helper from the AppExchange or Read more about How To: Create Roll Up Summaries using Flow – Part 1[…]