Flow testing goes GA – this means you can now build tests within a Salesforce flow to make sure you don’t break things in your Production environment.
Who cares if you are a rock star Salesforce Apex developer with 10 years punching out amazing code? Or an awesome Salesforce admin automating the world with flow? Your skillset doesn’t matter. Your preference doesn’t matter either. When we look at low-code or pro-code tools for Salesforce customization we often get this polarizing argument. On…
There was a question this week in the Salesforce Learners Facebook group asking how to remove text characters from a mixed string of text characters and digits, leaving just the numeric digits. How I can seperate out only numbers from a TEXT using formula field. Ex- field contain value as A1234CGH, G7654 and i want…
Deploying flows to production with Change Sets is a key skill to have when developing and testing your new flows. The best practice is to do this in a sandbox (eg a developer sandbox) where it is safe to make mistakes and break things. It’s not until they are all working and tested that you…
Training, Tools, Best Practice and Inventory.
Add some Magic to your Salesforce Flows with Flow Magic from Salesforce Labs. No more boring picklists! You will build this flow in one of the mini-projects as part of our online course “Learning Salesforce Flow”. Visit CertifyCRM.com for more information.
Credit Card Application Before we start building flows: Create a new Queue: Setup -> Queue Create Lookup between Case and Opportunity Setup -> Object Manager -> Case Add a new field of type lookup to the Opportunity object. This will relate the opportunity to a case. Create a new picklist field on Opportunity Setup ->…
