Introduction A very common need that you can use Salesforce Flow is to auto-name records after they are created. For example, perhaps you wish for them to all follow a consistent format and you don’t want to force users to enter that. You can use a Record-Triggered Flow. Here are the settings: Flow Criteria Trigger…
Tag: salesforce
Salesforce formula that calculates age
Introduction If you need a quick Salesforce formula to calculate the age of a person based on their birthdate or another value, here is one. Formula Where represents today’s date and represents the birthdate you are trying to figure out.
How I Got a Book Contract
Introduction In February 2023, I signed a book contract! My book should be published sometime in 2024. I thought I would write an article to help others who are interested in publishing a book with Apress and what that experience was like. I’m still in the writing phase. Finding a Publisher I wanted to publish…
What is a Salesforce Business Analyst?
Introduction A business analyst is an important member of the Provisio team. The BA is introduced on the kickoff and is most involved at the beginning of the project. The BA works closely with the client to collect requirements. By facilitating what we call discovery sessions you’ll dive deep into the client’s processes, procedures and…
NCCM Documentation
Introduction Salesforce Nonprofit Cloud Case Management (NCCM) includes a lot of documentation. Unfortunately it can be hard to find that documentation ever since the PowerOfUs portal migrated to the Trailblazer Community. NCCM Documentation There is NCCM documentation available here: The first one is a direct link to the Salesforce documentation, which can have a bit…