Using Flows in Salesforce

Learn about the best practices and key considerations for Salesforce automation by delving into the world of flows.
[Virtual Event] How to Use Flows in Salesforce

Flows are often the best choice for doing automation in Salesforce. Lane Four Founder Andrew Sinclair presented at the Toronto Administrators Trailblazer Community Group Meeting to discuss the best practices for using flows in Salesforce.
How to Schedule Automation in Salesforce Using Apex Code

Find out why and how to schedule your automation using asynchronous Apex code. Learn the do’s and don’ts of this asynchronous function.
How to Declaratively Schedule Automation in Salesforce

Find out how and when to use scheduled automation in Salesforce through scheduled flows, schedule process builders via mass action scheduler, and DLRS.
Using Apex Triggers in Salesforce

Learn more about the best practices for Salesforce automation using apex triggers.
Using Workflow Rules & Process Builder in Salesforce

Learn the best practices and key considerations for real-time Salesforce automation by using workflow rules and process builder.
How to Choose the Right Real-Time and Code-Based Automation in Salesforce

We’re kicking off our new series of insights and best practices for Salesforce automation. To begin, we’ll be exploring workflow rules, process builder, flow, and apex trigger.
Why is Lead Routing Critical for Account-Based Strategies?

Why and how lead routing software is essential for getting leads to the right reps and contacted in a timely fashion.