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Tip of the Week – Power Up Your Business with Salesforce Flows

Tip of the Week – Power Up Your Business with Salesforce Flows

Automation is one of the best ways to power up your business and improve your team’s everyday routines and tasks. Data can be auto-populated, pages auto-generated or records auto-updated. But what do you do if you have no coding experience and a limited development budget? Salesforce Flows!

A flow is an application that automates a business process by collecting data and doing something in your Salesforce org or an external system. Flows operate in a number of ways. They can require user actions, such as a wizard or guided UI, or they can be set up to run on their own in the background. Either way, using Salesforce Flows is a great way for any admin to create streamlined processes without any coding. Ready to get started? The folks over at Salesforce Ben have put together a great intro article to get you started with creating your own flows.

Read “An Introduction to Salesforce Flows”

-Ryan and the CloudMyBiz team

 

App of the Week – “Clone This User” for a Faster Admin Process

App of the Week – “Clone This User” for a Faster Admin Process

Administrators often have lengthy and somewhat tedious processes to keep their companies running smoothly. Creating a new user profile is no exception. This app simplifies that process. Clone This User allows you to quickly clone an existing user profile, keeping the settings and permissions intact for the new profile. For whatever your use, from mass adding new hires of similar permission to needing to create a backup profile and more, this app does it easy.

With Clone This User the administrator can look up the existing user that serves as the basis for the new one, enter a name and email, and generate the username & password immediately.

Check it out here!