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”
Tag Archives: process automation
2022 Flow Best Practices, Pt 1: All Flow Types
A couple years ago, I wrote a blog on my personal Flow Best Practices. Because I learn more about Salesforce every day, and my knowledge and understanding of the platform continues to grow, my list of best practices for flow has evolved. I share it with you today – and who knows, maybe in 2024Continue reading “2022 Flow Best Practices, Pt 1: All Flow Types”
Keep Your Data Clean: Quick Process Builder Wins
My life as an admin has included not only being in charge of how Salesforce is configured, but also maintaining data – whether that’s moving accounts when territory changes are made (without territory management, I might add), uploading lists from trade shows, or making sure information is coming in correctly from integrated services. Process Builder has been around a few years now, but if you haven’t jumped aboard yet, here are some quick processes you can build to save yourself some data maintenance work.
SaaSy Sisters 