September 22, 2025
Imagine giving your Salesforce users the power to run reports tailored exactly to the field values they choose—without ever touching the report builder. With a simple […]
Tips, Info, and News on all things Salesforce
July 13, 2024
I always found it interesting that Salesforce has had a glaring security issue regarding Global Search for as long as I’ve been using it. Let’s say […]
April 18, 2024
I had the pleasure to attend the Salesforce Automate This! show this week with the wonderful Jen Lee. I demonstrated a record-triggered Flow (simple) that uses […]
March 20, 2024
I have been teaching the two-day, 10-hour Flow Academy and Flow Advanced Academy for almost 3 years. I have had hundreds of students, and a common […]
November 2, 2023
I’ve posted a video of two new extremely valuable updates to Flow – Custom Errors and Reactive Components. Plus a bonus of Flow history. The video […]
February 7, 2023
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
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
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
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. […]
May 14, 2021
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 […]