The Gradient Works Blog
4.5 ways to do round robin assignment in Salesforce
06/17/2021 4.5 ways to do round robin assignment in Salesforce Fairly assigning leads, account or opportunities to sales reps is core to how sales teams manage ownership. In most cases that means round robin…
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How to launch a Salesforce Screen Flow from a button
05/21/2021 How to launch a Salesforce Screen Flow from a button Flow is great for building interactive workflows right into the Salesforce user interface. This post discusses how to run a Screen Flow at the click…
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Building Custom Property Editors for Salesforce Flow actions
05/06/2021 Building Custom Property Editors for Salesforce Flow actions This post explains the basics of an under-documented feature of custom Flow actions: Custom Property Editors (CPEs). These allow you to create a…
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The complete guide to Salesforce field history tracking
04/28/2021 The complete guide to Salesforce field history tracking "Hey, this doesn't look right. When did that get changed?" If you're a Salesforce Admin you've had someone ask you this about a field. And, let's…
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How to use Scheduled Flows in Salesforce
04/15/2021 How to use Scheduled Flows in Salesforce This post is part of a technical series to help Salesforce Admins automate business processes using Flow. We're very excited to feature our new guest…
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How to use Salesforce lead assignment rules
04/12/2021 How to use Salesforce lead assignment rules When your organization gets to the point that you have a) leads coming in on a regular basis and b) multiple sales reps, you quickly realize you need…
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How to use formulas in Salesforce Flow
04/09/2021 How to use formulas in Salesforce Flow This post is part of a technical series to help Salesforce Admins automate business processes using Flow. You're probably familiar with formula…
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How to update records in Salesforce Flow
04/05/2021 How to update records in Salesforce Flow This post is part of a technical series to help Salesforce Admins automate business processes using Flow. Just about every automation you build in…
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How to use loops in Salesforce Flow
04/04/2021 How to use loops in Salesforce Flow This post is part of a technical series to help Salesforce Admins automate business processes using Flow. Loops are one of the more powerful things…
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