Showing articles from Corey Babka

Spring 2019 has replaced the Cloud Flow Designer with Flow Builder.  If you want to continue using Cloud Flow Designer you can update what is used by default.   I recommend…

A quick and easy way to complete activities individually or in mass can be created by adding the Closed checkbox field to the Open Activities related list.  The checklist will…

The Email Log files are a great way to monitor messages sent from Salesforce and when testing new templates.    The log file will include the status of the email as…

When reviewing an Account’s orders, it can be helpful to see the total amount of Orders or sales the Account has had.  By creating a custom currency field on the…

When you have many reports but not sure which ones are current or being used, a custom report can be created to list when a report was last run.  Dashboards…

If there is a particular way you would like to view records in list views, you can build on to meet your needs.  You can share the view or keep…

You can add images to Salesforce templates for special occasions or general use.  To add images you first need to upload the image file to Documents.  From there you can…

When creating processes in Process Builder, you can use the ISNEW() and ISCHANGE() functions to be specific on when you want the process to run.  This helps eliminate the process…

When viewing or analyzing data in Salesforce it can be helpful to have several browser screen open so you can move back and forth.  This is especially helpful when viewing…

Before implementing any large project or data changes, it is a best practice to take a backup of your entire database.  Some data updates may not go to the Recycle…