Say ‘Hi’ to the new Einstein OCR! #Summer20

This #Summer20 release feels like early Christmas considering all the crazy awesome features. And today I would like to have you introduced to one of those cool features. So without any further delay, please welcome the new Einstein OCR which is a part of the Summer '20 release package. The Einstein OCR falls under the …

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Salesforce Field Service Lightning – FSL Mobile Flows Part 5 – Other Tips and Tricks

See Part 1 concerning differences between Screen and FSL Mobile Flows. See Part 2 on replacing lookups in FSL Mobile Flows. See Part 3 on working with formulas in FSL Mobile Flows. See Part 4 on managing Parent/Child record creation in FSL Mobile Flows. FSL Mobile Flows are a newer tool in the Flow toolbox, …

Salesforce Field Service Lightning – FSL Mobile Flows Part 4 – Creating Parent and Child Records

See Part 1 concerning differences between Screen and FSL Mobile Flows. See Part 2 on replacing lookups in FSL Mobile Flows. See Part 3 on working with formulas in FSL Mobile Flows. Picture a scenario where you want to create a Parent record and Child records in the same Flow.  For example, you want to …

Say hello to Einstein Voice Assistant – Translating words into Actions!

Have you heard about the Einstein Voice Assistant already? I'm hoping you have because if not, you're definitely missing out on good stuff my friend! Watch a quick demo from Dreamforce '18 about what Einstein Voice is capable of here. This feature is currently in Beta, and not all the features demo-ed at Dreamforce all …

Salesforce Field Service Lightning – FSL Mobile Flows Part 3 – Adjusted Formulas

See Part 1 concerning differences between Screen and FSL Mobile Flows. See Part 2 on replacing lookups in FSL Mobile Flows. FSL Mobile Flows are still growing in terms of the allowed formulas operators.  As a result, we need to think of other ways to solve scenarios we might otherwise have handled with formulas that …

Salesforce Field Service Lightning – FSL Mobile Flows Part 2 – Replacing Lookups

See Part 1 which discusses some key differences between Screen and Mobile flows. Embedded Lightning Components and Lightning Component-based elements (outside of Upload File) are not supported in FSL Mobile...yet. Of all the differences between Screen and FSL Mobile flows, this will likely have the greatest impact on how you work with FSL Mobile Flows.  …

Convert CSV file into record collection in Flows!

Howdy! Happy and safe, I hope! 😀 I'm gonna keep this one very short since all the heavy lifting has already been done by Alex on Unofficialsf.com. Couldn't find the time to post this sooner, kudos to Alex for doing the article on it. Click here to read more about the details of Flow Apex …

Validation Rules + Custom Settings = Happier Admins

Have you ever just thought "If only this validation rule were off." or "I wish I had written this validation rule to not apply to admins." If so, Custom Settings are about to be your best friend. Think of Custom Settings like a very customizable on/off switch. You can decide if and when you want …