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…
Tag: Process Builder
How to Manage Program Supplies (Inventory) on Salesforce – Part 3: Automate with Flow
A crucial part of automation in this app is the bulk creation of inventory records whenever supplies are added to inventory and the bulk update of those records when they are removed from inventory…
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
Reciprocal Status Updates on Related Records (Part 1: Update Related Records when Parent Record is Updated)
The Scenario Part of tracking our supplies inventory is tracking our supplies Requisitions (our staff’s requests for supplies). Each Requisition … More
Orgs That Overcome 