Using Salesforce Process Builder & Flow with Opportunity Contact Roles
This came out of a discussion (and Idea Exchange idea) on the Success Community around Process Builder’s inability to work with the Opportunity Contact Role object. There are two common requests I often get related to Opportunity Contact Roles, both now solved easily with clicks instead of code thanks to Flow and Process Builder! Automatically create…
Will Judi ever update her blog again?
It’s kinda sad when a blog looks abandoned, isn’t it? When I started blogging way back in January 2003, there weren’t a lot of other places where I could communicate and express myself publicly. My blog picked up in popularity in the early years because there weren’t that many of us with blogs compared to those…
What “The Internet of Customers” means to me
I’ve spent the last few days at Dreamforce 2013 thinking about this year’s theme: The Internet of Customers. What does it mean to the nonprofits I support? What does that have to do with CRM? I don’t want to just introduce my clients to a new mobile app – I want to show them why…