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.
Find out why and how to schedule your automation using asynchronous Apex code. Learn the do’s and don’ts of this asynchronous function.
Find out how and when to use scheduled automation in Salesforce through scheduled flows, schedule process builders via mass action scheduler, and DLRS.
Learn more about the best practices for Salesforce automation using apex triggers.
Learn about the best practices and key considerations for Salesforce automation by delving into the world of flows.
Learn the best practices and key considerations for real-time Salesforce automation by using workflow rules and process builder.
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 and how lead routing software is essential for getting leads to the right reps and contacted in a timely fashion.