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As admins, we test things in Sandboxes (at least, we should be if we’re being good). Sometimes, we do need to test creating records as users, but often times, we need some data to already exist. Here’s how an admin can utilize some copy and pasting magic to create test records

As promised in my 2022 Best Practices for All Flow Types, I have compiled my full list of naming conventions. You’ll find a defined naming convention for pretty much every possible thing you might include in a flow. Take what I’ve defined below and customize it for what makes sense in your org. Note: You’llContinue reading “Flow Hack: Flow Naming Conventions”

Today we’re bringing you Carissa’s best practices for screen flows, continued from last week’s Best Practices for All Flow Types… Scroll down for the details, or click the links below to jump right to the best practice: Formatting Text Customize Buttons Use Data Tables Provide Helpful Error Messages Launch Flows with Actions Use Screens andContinue reading “2022 Flow Best Practices, Pt 2: Screen Flows”

I was on a User Group meeting featuring the “Oprah of Salesforce” – Jen Lee. She showed Spring 22 features I already knew about, but I was so excited about them, I thought they were worth their own post. Flow Trigger Explorer This is such a powerful tool. You know all those times you’ve wantedContinue reading “Flow Enhancement: Flow Trigger Explorer & Ordering”