Error emails are sent to the user (admin) that last modified the process or flow. Sometimes, you may want another user or consultant to know when an issue occurs. We can now add users and external email addresses to Flow Exceptions emails. **Keep in mind that these users and email addresses also receive Apex exception emails. Read More
While going from Standard to Lightning can be exciting and productive, some useful links have been moved. One of those is the Edit Layout link in Standard. This little tool allows us to open any screen in Page Layout to make adjustments and view changes quickly. Read More
Spring 2019 has replaced the Cloud Flow Designer with Flow Builder. If you want to continue using Cloud Flow Designer you can update what is used by default. I recommend familiarizing yourself with Flow Builder as it differs from the previous version. Read More
A quick and easy way to complete activities individually or in mass can be created by adding the Closed checkbox field to the Open Activities related list. The checklist will display on each activity in the list. When you check the box, the activity will automatically be marked as closed. The activity will then move into the Activity History related list. You can check one or more activities at a time. Read More
The Email Log files are a great way to monitor messages sent from Salesforce and when testing new templates. The log file will include the status of the email as well as date, UserID, recipient, and sender.
The file can retrieve up to the last 30 days of activity and will be available within 30 minutes of requesting it. It is delivered via email in .csv format and can span multiple files if there are large amounts of messages sent. Read More
When reviewing an Account’s orders, it can be helpful to see the total amount of Orders or sales the Account has had. By creating a custom currency field on the Account object and a flow to update the value each time an Order is completed, you can create a summary field without having to use one of the allowed Rollup fields. Read More
When you have many reports but not sure which ones are current or being used, a custom report can be created to list when a report was last run. Dashboards can also be included to determine the last time they were refreshed. This can be a great way to keep your reports and dashboards organized and up to date. Read More
If there is a particular way you would like to view records in list views, you can build on to meet your needs. You can share the view or keep it private. Use the following steps to create a custom view. Read More
You can add images to Salesforce templates for special occasions or general use. To add images you first need to upload the image file to Documents. From there you can access the URL address to include in the HTML of the template. Read More
When creating processes in Process Builder, you can use the ISNEW() and ISCHANGE() functions to be specific on when you want the process to run. This helps eliminate the process triggering multiple times because you are more specific in the criteria. For example, you may want to update the Salesman field based on the Billing State of the Account record ONLY when the Account record is created. Or you may want to update Read More
