Dreamforce Digest #2: The Future of Flow …and the Roadmap for the Rest

In the second part of our Dreamforce Digest series, I wanted to share some information about what’s on Salesforce’s roadmap for the coming releases. For me, this is probably the biggest benefit I get out of Dreamforce each year: attending roadmap talks and the ever-popular True to the Core session with Parker Harris, Shawna Wolverton, Read more about Dreamforce Digest #2: The Future of Flow …and the Roadmap for the Rest[…]

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[…]

Release In Action: Summer ’17 [Video]

Yes, it’s that time again – another exciting Salesforce release is right around the corner! But for Summer ’17, we wanted to do something a little different. You’ve seen the release notes. You’ve read the many, many excellent blogs out there. So instead, we wanted to prepare you for the release by actually showing it to Read more about Release In Action: Summer ’17 [Video][…]

Spring ’17: Rapid Reaction

For many of us, this period in December is the point at which we start winding down in readiness for the holiday season. But not so for the always-on team at Salesforce – because for them it’s already beginning to look a lot like Spring ’17. The upcoming release’s preview notes dropped onto the web yesterday, Read more about Spring ’17: Rapid Reaction[…]

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[…]

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[…]

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[…]