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A secret good flow builders know...
Have you ever used custom meta data? Building your Flows to make long term maintenance easy is an excellent design principle (and custom metadata can help). Let…
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Your talent stack...
Happy Saturday! Interesting idea for you this week: the talent stack. As a professional you have a specific set of skills. Some people are accountants.…
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Could you do me a favor?
"Could you do me a favor?" a client of mine asked this week. "Could you make it so an email is sent when the status field…
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"That Needs Apex" and Other Scary Stories...
"That needs Apex." We've all heard it before. I was talking with a fellow consultant this week when she mentioned that one of her…
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A Mysterious Deployment Error
Happy Saturday! Quick story... This week I was moving a batch of work between Sandboxes for a client. There were 138 items that needed…
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How to Navigate to a Record in Salesforce Flow
We're officially halfway through 2024. Halfway into the year, are you ahead of schedule, on track, or behind where you want to be on…
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How to create Conditional Tabs in Salesforce Lightning
Super short email this week! In the Summer '24 release we got the ability to conditionally show tabs on Lightning Page layouts. New to the…
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How Email Approvals Work inside Salesforce
Recently I've been learning more about approval processes. Approval process offer an out-of-the-box solution for handing a record back and forth between team members. It…
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Updating Salesforce with the Execute Anonymous Window
Sometimes it's useful to be able to mass delete records in a sandbox. I was doing some work for a client this week. And…
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How to Conditionally Require Fields on a Page Layout
Super quick tip today... Have you ever needed to conditionally require a field on a page layout? Imagine a Lead Source picklist field where one option…