salesforce

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

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 […]
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 […]
March 10, 2019

Implement a Salesforce Trigger Framework

Learn how to setup an Apex Trigger Handler. I break down my favorite to make it simple to understand and implement in your environment.
February 1, 2019

Terry’s Tidbits: Salesforce 2019 Spring Release Top Ten

Exciting new features to watch out for in the Salesforce Spring '19 Release
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 […]
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 […]
September 26, 2016
salesforce winter '17

Top 10 Salesforce Winter ’17 Release Highlights

Applies to: Lightning Salesforce is rolling out over 300 new features and updates under the Winter ’17 Release. I checked out the release notes and found many […]