Administrative

Terry's Tidbits - a Salesforce Blog | Things I've Learned about Salesforce

December 23, 2020

Salesforce – From Process Builder To Lightning Flow – Submit for Approval

Introduction Submit for Approval Introduction Submit for Approval is the final post in the series.  I truly hope you\’ve found this unique approach helpful in tearing […]
December 16, 2020
from Process Builder to Lightning Flow Post to Chatter

Salesforce – From Process Builder To Lightning Flow – Post to Chatter

Introduction Post to Chatter Introduction If you\’ve been following this eight-part series on moving from Process Builder to Lightning Flow, you\’ll find Post to Chatter very […]
December 9, 2020
from Process Builder to Lightning Flow Email Alert

Salesforce – From Process Builder To Lightning Flow – Email Alerts

Introduction Introduction to Email Alerts We’re on part six of “from Process Builder to Lighting Flow” and we\’re going to look at Email Alerts. I hope […]
December 2, 2020
from-Process-Builder-to-Lightning-Flow-Creating-Records

Salesforce – From Process Builder To Lightning Flow – Creating Records

Introduction This is week three of the eight-part series, and we will be looking at Creating Records. So far, we\’ve looked at creating a New Record-Triggered […]
November 25, 2020
from Process Builder to Lightning Flow Update Records

Salesforce – From Process Builder To Lightning Flow – Updating Records

Introduction The post will focus on updating records.  Updating records in Process Builder comes in two forms.  Huh?  Yes, it\’s true.  Process Builder prompts you to […]
November 19, 2020

Salesforce – From Process Builder To Lightning Flow – Getting Started

Salesforce is encouraging us to move away from Process Builder and start using Lighting Flow.  As a result, it’s important for us to learn Lightning Flow […]
November 19, 2020
#2 from Process Builder to Lightning Flow Decision

Salesforce – From Process Builder To Lightning Flow – Decisions

Salesforce is encouraging us to move away from Process Builder and start using Lighting Flow.  As a result, it\’s important for us to learn Lightning Flow […]
August 29, 2020
Order of Execution

What Happens When a Salesforce Record is Saved?

Let’s take a detailed look at what is often referred to as the Order of Execution. This infographic outlines the key pieces of information Salesforce Administrators […]
July 30, 2019
Summer 2019 Release Notes

Terry’s Tidbits: Salesforce 2019 Summer Release Top Ten

I’m a little late to the Release Note party but wanted to be sure to share my top ten list.  Life has been busy but enough […]