Salesforce.com Tips

Salesforce has update Certification badges. But if you ask Salesforce where to get them, they will direct you to find the email that you were sent […]

Salesforce is making some big changes to automation in Spring ’21. Here are the highlights: Workflow’s days are numbered. It won’t happen in the next few […]

I have my test Org of the Winter ’20 release, and there are some new functions that one sees and says “What? That’s not in there […]

I believe that Flow is the most powerful, least-used automation function in Salesforce. It can create AND delete records, and nothing else but Apex code can […]

Workflow and Process Builder are both normally dependent on a user either creating or editing a record in order to trigger an action. But what if […]

Salesforce automations support sending emails in all automations; Workflow, Process Builder, Auto-Response, Escalations, etc. But what if you want to send Text messages instead of emails? […]

This will have implications for those using Service Cloud, and for others that use this feature. Case Comments is actually an Object – you can create […]

Well, I’m calling these ‘secret’ because they are not mentioned in the Release Notes, but these are very useful. I’ve been writing questions for the Release […]

Salesforce is retiring the legacy Web-to-Lead and Web-to-Case Endpoints on Jan 12, 2018. Salesforce client websites using these features should be checked to ensure that the […]

If you are like me, your Orgs have gazillions (large number) of Notes and Attachments. Notes have always been useful, because they are not ‘buried’ in […]