Showing articles from Corey Babka

Salesforce.com – Re-enable Salesforce Cloud Flow Designer

February 27th, 2019

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…


Salesforce.com – Close Salesforce Lightning Activities with a Click of the Mouse

February 27th, 2019

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…


Salesforce.com – Monitor Emails Sent from Salesforce

February 27th, 2019

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…


Salesforce.com – Using Process Builder Flow to create a running total of Order Sales Amount on an Account Record without Using a Rollup

February 2nd, 2019

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…


Salesforce.com – Find Old or Inactive Reports and Dashboards in Salesforce

February 2nd, 2019

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…


Salesforce.com – Building a Custom Salesforce View

February 2nd, 2019

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…


Salesforce.com – Adding an Image to a Salesforce Template

December 2nd, 2018

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…


Salesforce.com – Process Builder Functions (ISNEW, ISCHANGED)

December 2nd, 2018

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…


Salesforce.com – Open Salesforce Screens in New Browser Tab

December 2nd, 2018

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…


Salesforce.com – Exporting a Full Backup

October 29th, 2018

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…