Becci No Comments

Salesforce: Flow and Process Error Emails

Error emails are sent to the user (admin) that last modified the process or flow.  Sometimes, you may want another user or consultant to know when an issue occurs.  We can now add users and external email addresses to Flow Exceptions emails.  **Keep in mind that these users and email addresses also receive Apex exception emails. Read more

Becci No Comments

Salesforce: Setting Default Values in Salesforce Picklists

Picklists are great for keeping data consistent.  By allowing only specific values; reports and processes run smoothly.  You can be even more consistent by setting a default value that will prepopulate the field on the screen.  For example; if all orders are placed with a Stage of “Draft”, the Stage field can be set to populate when creating new Orders. Read more

Corey Babka 2 Comments – Close Salesforce Lightning Activities with a Click of the Mouse

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 display on each activity in the list.  When you check the box, the activity will automatically be marked as closed.  The activity will then move into the Activity History related list.  You can check one or more activities at a time. Read more

Corey Babka No Comments – Monitor Emails Sent from Salesforce

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 well as date,  UserID, recipient, and sender.

The file can retrieve up to the last 30 days of activity and will be available within 30 minutes of requesting it.  It is delivered via email in .csv format and can span multiple files if there are large amounts of messages sent. Read more

Corey Babka 9 Comments – Using Process Builder Flow to create a running total of Order Sales Amount on an Account Record without Using a Rollup

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 Account object and a flow to update the value each time an Order is completed, you can create a summary field without having to use one of the allowed Rollup fields. Read more