Stealthily helping admins find solutions to salesforce problems

Flow

I’ve managed to create quite a few process builder and flows for demonstrating concepts to the community or have had multiple drafts trying to get a flow to work. Either way, if you have quite a few process builders or flows that you’d like to get rid of, this is […]

Deleting Lots of Old Flows / Process Builders

February 5, 2017 in admin / Flow by Jeremiah

Okay, so we all know that we need to keep versions of our quotes once they are a accepted or rejected, right? How else are executives supposed to know how a sales rep went from a 10k deal to a 1M dollar deal, or vise versa? Obviously, the latter situation […]

Version Your Darn Quotes!

December 19, 2015 in admin / Flow / PE to EE by Jeremiah

building — If you haven’t seen the first part of Testing User Knowledge With Flow, I’d suggest that you look at it here: Part One. Having a good understanding of the decisions that I made in setup and security will be important in understanding the flow and how it works. The beauty […]

Testing User Knowledge With Flow – Part Two: Let’s Build!

May 8, 2015 in admin / Flow by Jeremiah