Salesforce

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

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 […]
January 4, 2020

Terry’s Tidbits: Mentoring for the Salesforce Admin Certification exams

It’s been several months since my last post, so I wanted to fill you in on why the long delay.  One of my passions is to […]
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 8, 2019

Create Salesforce Test Records with Ease

Applies to: Classic and Lightning A good best practice for developers is to have a helper class that builds test records. I’ve taken the best of […]
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 […]
November 14, 2018

Terry’s Tips: Salesforce 2019 Winter Release Highlights You Will Love

Applies to: Lightning   The Salesforce Winter ‘19 Release is here! Have you had a chance to try out its new features? I have and am […]
February 25, 2018

Exciting Features from Salesforce Spring ’18 Release Highlights

Applies to: Lightning The first release of the year is in, and it’s got many users excited with new features and functionality. This makes Salesforce even […]