Jessie joined Salesforce.org in 2018 to give introductory webinars to nonprofit customers. She now is a Senior Solution Developer supporting nonprofits and education customers at Salesforce. All opinions expressed on this blog are her own or those of the contributors. She's spent 17 years more or less in CRMs and databases, but didn't meet Salesforce until 2011. Jessie co-led the Seattle Salesforce Nonprofit User Group in 2015-2016. She wrote a sh*tty first draft of a novel and hopes to turn it into a screenplay!
You’ve probably heard of “lean management” or “lean manufacturing.” It feels like “lean” is ubiquitous in many industries, but I haven’t encountered the buzz word up here in the cloud. We have a self-improvement book club at my employer, Optimum Energy, and last week we discussed 2 Second Lean by Paul Akers.
“Lean” is the involvement of the entire company in continuous small improvements to remove waste and improve efficiency, as practiced by fanatic Paul Akers.
Good Salesforce administration is one of the most “lean” things you could do for your company.
Every day each of Paul Akers’ employees comes up with one process improvement that cuts out two seconds. 2 Second Lean claims you can revolutionize your company in these tiny increments. And I believe it, because that’s exactly what I do all day in SFDC.
At Optimum Energy, for every energy optimization project, a series of emails used to go back and forth between members of three teams until pricing was agreed upon. Now a user clicks a button, launching a flow which asks them a series of questions and starts an approval process. No information is misplaced in an email folder. All the right people are looped in. That’s efficiency! Continue reading Salesforce Admin: The Leanest Job Ever
Here’s an example of a “simple” flow that uses a Decision element. You don’t need to use flow to achieve the results – you could entirely stick to Process Builder. This flow is for educational purposes only.
Here’s the sitch: I want an automatic email to my customer when we quote a specific product. For example, “Dear Darnell McCustomer, for a limited time only, you can purchase the EDGE widget for $150!”
Caveat: I want this to be in an HTML template, not a Visualforce email, based on the Quote object. I can’t reach the price on the Quote Line Item from Quote in this format.
Flow took me from a “hmm…let me Google that” Salesforce admin to a confident “no record is too far out of reach” admin-eloper (admin/developer). Leadership changed at my company and I had to quickly differentiate myself from my new boss, a Salesforce administrator with way more experience than me. In our initial conversations, he made it clear he would prefer to have a developer working for him. Okay…. one developer, coming up!