The Ultimate Guide to Salesforce Flows

Overview Lightning Flows (AKA Flows) can help you automate complex business processes and manual data entry. Flows let you work smarter, not harder, by saving your users’ time and making sure the required tasks are being done. As a Salesforce admin, Flows can be one of the most powerful tools in your toolbelt. When set up properly, Flows can make you look like a

Salesforce 101: Roles vs Profiles

TDLR; Roles and profiles are not the only considerations for what data you can see It seems like almost every day we get a question from a client asking: “Can you set person X’s role to System Administrator so they can see everything?” Not only does that sentence not make sense (roles and profiles are different) it underscores how confusing Salesforce is for non-technical users.