Flows are such powerful tools to add to your #AwesomeAdmin toolbelt. They can do a LOT of things and that can be a bit overwhelming especially if you’re new to flow. You’ve probably heard about autolaunched flows, but what are they? You’ve come to the right place. We’re going to give you a high-level overview of an autolaunched flow, explain some basic flow terminology in the … [Read more...] about What Is an Autolaunched Flow?
What Is a Record-Triggered Flow?
Are you an admin who has experience only with creating workflow rules and processes and have yet to dip your toes into building automation with record-triggered flows? Or are you a new admin looking to build your first record-triggered automation? You’re at the right place! We’re going to give you a high-level overview of a record-triggered flow, teach you some basic flow … [Read more...] about What Is a Record-Triggered Flow?
How the Admin Relations Team Uses Salesforce to Manage Content Creation
As an admin, it’s important to ensure data quality in your org. This can be a bit challenging when you have records with a loosely coupled relationship with one another (that is, a lookup relationship), but you need to ensure that at least one of these records exists. You can’t use your handy admin tools like validation rules or required fields to solve this. So, what do you … [Read more...] about How the Admin Relations Team Uses Salesforce to Manage Content Creation
How to Invoke a Flow from a Global Action
It’s great that we can invoke a flow from an object-specific action, but what if you need to invoke a flow from a global action? You COULD embed the flow in a Visualforce page; however, if you were to do so, the flow wouldn’t run in the Lightning skin. You’d get the ugly-looking Classic flow screen. That’s not a good user experience (UX). From a global action, you can invoke a … [Read more...] about How to Invoke a Flow from a Global Action
Jen’s Top Spring ’23 Release Features for Admins and Users
I’m okay with fast-forwarding past winter and heading right into spring when I can take Mochi outside for a walk without having to bundle up. It’s that time of year again when we get several goodies hitting our orgs. Here are just a few highlights for your users to boost their productivity and some features you can use to ensure your org is secure, build great user experiences … [Read more...] about Jen’s Top Spring ’23 Release Features for Admins and Users