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How to make your Salesforce org do more for nonprofit programs and service delivery. The theory and practice of leveraging world class tech for social impact.

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Tag: flow

My Testing Checklist for Processes/Flows that Create Records Automatically in Salesforce

This checklist is great for developing test classes and doing your testing in the user interface. Some scenarios won’t apply to all types of processes, but you can pick and choose…

Automation, flow, Process Builder, test class

Reciprocal Status Updates on Related Records (Part 3: Lookup Relationship)

Earlier in this series, we examined what can be done in a tight, master-detail relationship in order to change the … More

flow, lookup relationship, Process Builder
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