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Tips, Info, and News on all things Salesforce

May 14, 2021

Updating Your Salesforce Cert Badges

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 […]
November 23, 2020

Spring ’21 Changes to Automation

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 […]
September 1, 2019

Winter ’20 Release – The Things Worth Waiting For

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 […]
December 18, 2018

Flow gets a whole new look in Spring ’19

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 […]
September 4, 2018

How to trigger a notification on a Salesforce Date field with no user action

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 […]
September 2, 2018

How to send Texts in

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? […]
June 10, 2018

Case Comments being Retired

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 […]
February 26, 2018

The “Secret” new formulas in Spring ’18 Release

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 […]
December 3, 2017

Web to Lead and Web to Case – Critical Changes Needed

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 […]
November 2, 2017

Notes and Attachments, we hardly knew Ye

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 […]