Administrative

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

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
#2 from Process Builder to Lightning Flow Decision

Salesforce – From Process Builder To Lightning Flow – Decisions

Introduction Introduction 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 […]
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 […]
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 […]
May 9, 2019

Click to Dial from Salesforce

I was playing around with a thought the other day. When my iPhone rings, it shows up on my Apple Watch, my iPad, and my MacBook […]
April 12, 2019

Single Sign On with Microsoft Azure AD

Applies to: Lightning One of the simplest things you can do to help improve user adoption of Salesforce is to enable Single Sign On (SSO).  SSO […]
November 21, 2018

Terry’s Tidbits: Integrating Salesforce and Microsoft Office 365 SharePoint

Available for Lightning and Classic, Professional Edition and up   Wouldn’t it be nice to have a way to link files from SharePoint with Salesforce? You […]