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Tips, Info, and News on all things Salesforce

February 7, 2023

Asssignment Elements in Before-Save and After-Save Record Triggered Flows

I’ve made a video that explains the fundamental difference in the behavior of the Assignment Element in Before-Save Record Triggered Flows and After-Save Record Triggered Flows.  […]
December 19, 2022

Spring ’23 Update

Using a Lookup in Flow has been crazily difficult since Flow’s inception. Looking up a user? You might think you would use the UserId as a […]
November 10, 2022

December 1 & 2 Flow Class

I had to shut down registration for this class because I want to keep class size to about 10. I opened up January dates for the […]
March 2, 2022

Flow Video – Using Hidden Screen Flows

This is a recording of my session on Automation Hour recently in which I created a Flow that would allow tracking page views of Opportunity records. […]
April 5, 2017

Merge Existing Picklists into Global Value Sets

Global Picklists are a very useful thing, especially when you have a custom picklist with LOTS of values. Recreating those is time consuming. But now there […]
March 8, 2017

Really useful Chrome Extensions for Salesforce users

There are some very useful Chrome extensions for Salesforce users. Here are a few that I use and have found to be great tools. 1. Force.com […]
March 2, 2017

New data on the value of Salesforce.com Certifications

A report by Burning Glass has confirmed what those of us in the Salesforce.com ecosystem already know: there are few career paths that deliver this level […]
January 9, 2013

Using the PARENTGROUPVAL Report Formula

There are powerful report formulas available in Salesforce.com. They’re not hard, once you try them. So let’s try one. Let’s say that you want to create […]