Switching to Lightning? Warn Your Users Now

I have finally had the opportunity to take part in the planning for a Lightning switchover project! The one project I’ve wanted to do since I became engaged with Lightning two years ago. I’d love to share some advice that’s based on what’s tried and tested – hopefully it will help you as you plan your own rollout. Share This:

2 Step Approval Processes in Salesforce

Imagine you’ve got a record in Salesforce that needs to be approved and double-checked. That’s easy enough to build, just build an approval process with a number of steps and force unanimous approval. But what if you have a business process that involves two steps of approval, and should the record be rejected at the second level, you want it […]