Today on the Salesforce Admins Podcast, we talk to Melissa Shepard, Salesforce Certified Architect and CEO of Lizztech Consulting. Join us as we chat about how to approach automations in your org and why asynchronous processes are so powerful.
You should subscribe for the full episode, but here are a few takeaways from our conversation with Melissa Shepard.
Simple questions for automations
Melissa started as a Salesforce Developer, working on integrating Salesforce with some of the other systems her org was using. “I like to think of integration as a backbone for the bigger, more robust automations that you can build,” she says. And if you think about it, bringing in data to Salesforce and sending it out to other platforms is at the core of what you’re trying to do with automations.
In the first phase of a project, Melissa recommends getting a firm grasp on what you’re trying
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