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  1. 4 Flows Every Salesforce Admin Needs to Know4 Flows Every Salesforce Admin Needs to Know by Blake Mahaffey — published Jan 14, 2022 — last modified Jan 20, 2022 06:55 PM — filed under: Flows, admin, Process Builder, Workflow Rules, Blog

    A closer look at the steps behind the four flows we think every Admin needs to know.

    Located in Archive / 2022
  2. Confessions of an Automation Heart Break: How One Process Builder Lover Made the Switch to FlowConfessions of an Automation Heart Break: How One Process Builder Lover Made the Switch to Flow by Kate Lessard — published Jun 24, 2022 — filed under: Blog, Automation, Flows, Admin Tips, Workflow Rules, Process Builder

    Scared of making the shift to Flow? Keep reading for some tips on making the switch.

    Located in Archive / 2022
  3. Lightning Strikes - Episode #210 of CloudFocus WeeklyLightning Strikes - Episode #210 of CloudFocus Weekly by Jason Atwood — last modified Mar 20, 2015 06:54 AM — filed under: CloudFocus Weekly, Process Builder, Lightning

    A bag of blog posts about surveys, integration tools and lightning process builder as well as new MSFT and Salesforce announcements.

    Located in Archive / 2015
  4. Opportunity Contact Roles with Process Builder and FlowOpportunity Contact Roles with Process Builder and Flow by Roger Mitchell — last modified May 11, 2019 03:08 PM — filed under: Blog, Declarative Developer, Flow, Process Builder

    Tackling contact lookups and Opportunity Contact Roles with Process Builder.

    Located in Archive / 2015
  5. Can You Automate This? Or, A Salesforce Admin’s Guide to Negotiating Business ProcessCan You Automate This? Or, A Salesforce Admin’s Guide to Negotiating Business Process by Amy Bucciferro — last modified Jun 11, 2019 11:22 AM — filed under: Admin, Blog, Process Builder

    Automation in Salesforce is great for well-defined processes, but what if you’re asked to automate something and find it to be less than well defined?

    Located in Archive / 2018
  6. Happy New Customers!Happy New Customers! by Scott Searle — last modified Jun 11, 2019 12:12 PM — filed under: Process Builder, Admin, Customer Service, Blog, Onboarding

    Maintaining happy customers is an ongoing process for every organization, but you never get a second chance to make a good first impression.

    Located in Archive / 2018
  7. Using Leads in Program ManagementUsing Leads in Program Management by Samantha Safin — last modified Jun 11, 2019 09:58 AM — filed under: Administrators, Blog, Process Builder, Program Management

    The concept behind the Leads object in Salesforce is extremely useful, and not just for marketing and sales teams to hand-off prospects.

    Located in Archive / 2018
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