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A Better Salesforce Cloud Flow Builder is Coming Soon

A Better Salesforce Cloud Flow Builder is Coming Soon


Salesforce Cloud Flow Builder, as any admin knows, is one of the most versatile and functional features of Salesforce, and it’s about to get even better. The easy to use process builder is getting a few upgrades that will help admins better automate and guide users through their flows.

What is the Cloud Flow Builder?

For anyone who doesn’t know, here’s the skinny: The Cloud Flow Builder is a tool that allows any Salesforce admin or developer to automate business processes — without code — at enterprise speed and scale. This takes a lot of pressure off IT and puts the business process creation in the hands of admins who know it better than anyone. Admins are guided by simple, visual interfaces, allowing IT to focus on more complex projects.

Almost any kind of business process can be automated, helping just about anyone, from Sales to Support, to have better, faster and more intuitive processes. What’s more, the Flow builder’s intuitive design allows admins to automate processes quickly, and smartly, saving them time and money as well. Streamlined and efficient business process help employees focus on their jobs, rather than the time-consuming busy work. The Cloud Flow Builder empowers admins, eases the IT workload, boosts efficiency and increased productivity.

chart, map, planning, server, system, network, CRM

The New Flow Builder

So if the Cloud Builder is so good, what is changing? Well, first of all, Salesforce has revamped with a new design style, using the four design principles of clarity, efficiency, consistency, and beauty.

What’s more, the Flow Builder needed a new foundation. The Cloud Flow Designer was originally built upon Adobe Flash. However, Adobe is retiring their Flash player by 2020, and so Salesforce is getting ahead of the game, and switching off Flash early.

The new Flow Builder includes:

  • More familiar and intuitive shapes to make flows easier to read.
  • Faster performance, built off newer technology
  • Standardized, efficient controls, taken from the Lightning Design System
  • A simpler toolbox to make building flows easier

Salesforce is hoping that the new Flow Builder will be easier to use, easier to learn, and easy to transition to. As of now, the New Flow Builder is scheduled for release in Spring of 2019. The other good news is that the change will happen automatically for all users. That’s right, the New Flow Builder will be available for both Lightning and Salesforce Classic, and you don’t have to do anything to get access.

All previously created flows will continue working like normal, but any new changes or modifications will be translated into the new flow version and saved separately.

So stay tuned, and before you know it, your Cloud Flow Builder will get a fantastic new facelift and improved performance!

Click Here to Learn More About Using the Cloud Flow Builder!

-Ryan and the CloudMyBiz Team


Tip of the Week – Task Reminders with Salesforce Process Builder

Tip of the Week – Task Reminders with Salesforce Process Builder

Salesforce is a highly customizable system. However, this customizability often comes with a cost.  Take the Process Builder’s Task Reminder feature for example. Task Reminders can be set for any date, time, and individual, anywhere in the world. However, this also means that you have to do a some planning and a little math to make sure that everyone  gets the correct reminder when they really need it.

The default time zone for these reminders is Greenwich Mean Time. So don’t just go and set your timer for 10am, because you won’t get local time, you will get 10am GMT!  Who needs a timer that goes off in the matter of the night? Instead, you have to do some quick math based on your time zone difference to GMT and enter that as your Task Reminder ETA. Simple and effective.

Click Here for More Info on Process Builder!

-Ryan and the CMB Team

Tip of the Week – Choosing Between Salesforce Automation Tools

Tip of the Week – Choosing Between Salesforce Automation Tools


Oh automation. It’s a buzzword. It grabs headlines. Everyone wants it. This is all for good reason though, because it really does make life and work easier. If I could automate putting my socks on, I would probably do it.

As you likely know, Salesforce has a plethora of powerful tools, such as Approvals, Process Builder, Workflow, and Visual Workflow, that you can use to automate your organization’s repetitive processes. The key to the game here, is knowing which one to use and when.

The simple breakdown:

  • Approvals are a great way to automate actions such as time off request approvals.
  • Process Builder and Workflows are best for business processes that can be simplified to if/then statements.
  • Visual Workflows works best for building a wizard to collect information for you.

For more details, click here!


-Ryan and the Salesforce Guys

Tip of the Week – Don’t pass over the Process Builder in Salesforce

Tip of the Week – Don’t pass over the Process Builder in Salesforce

Over the last few months, I’ve been putting off an update I wanted to make in my developer org which required updating all child records when a specific change was made on the parent – think changing Account Status to “Closed” and wanting all Cases to be closed. Normally, I’d be plotting out the logic, writing a trigger, test class, test scenarios, testing it out, reworking, and it would take hours of painstaking work.  And if they wanted to make any small changes, its back to the drawing board with more Apex, more testing, more rework, etc. But now that the Process Builder is generally available, I decided to take a different route.

Using the Process Builder, I created a new process called “Close Cases when Account is Closed” and added a description to quickly highlight the logic. I set the main object to the parent, or the Account. The logic was: every time the record was created or edited, if the Account Status was “Closed”, and only when this field was actively changed. Next, I added an immediate action to update records, selected Cases__r from the list of fields/objects available, selected the Status field, and chose the value of Closed. After I reviewed and confirmed the logic, I activated the Process and tested it. Worked like a dream, and took less than half the time a trigger would have taken to develop and test. And the best part is that if anything needs to be changed in this process going forward, it can be updated quickly with clicks, not code!

-Jared and the Salesforce Guys

Tip of the Week – The Process Builder makes automating your workflow easy in Salesforce

Tip of the Week – The Process Builder makes automating your workflow easy in Salesforce


We’ve recently been focusing on the Salesforce Spring ’15 release and its features, and this week, I’d like to highlight another new gem. You may have heard about this awesome tool before, but now it’s out of beta and in full release. So Salesforce has lots of tools available for automating your processes, from Workflow Rules to Flows to Apex which have been available for a long time. But Workflows can be tricky to write and debug, and there are some limitations which can lead to a need for 3rd party apps and expensive code to handle even simple automations. You need something quick, simple, and easy to help you automate your processes at the touch of a button. And the Salesforce Processes Builder was built for you.

Like with Report Subscriptions, the Process Builder is an improvement on tools you already had available in your Salesforce arsenal, and similarly, this one is huge! Think about all those things you have to do over and over again in your system – creating follow-up tasks when you get a new lead, sending a follow-up email a week after a Case closes, updating an Account when an Opportunity closes. Now, imagine having an easy interface where all you had to do was draw a flow chart and your new automated processes are already implemented. Snap! The job’s a game! The process builder solves some significant limitations to Workflows by letting you create new records, post to a Chatter Feed, handle more complex cross-object functionality, and write in multiple rules and decision points. For an overview of the Lightning Process Builder, check out this link. Here’s a lightning guide for getting started, and here’s a link to the full guide if you want all the details. Check out the Process Builder today and tell us how it’s helped you improve your workflow!

-Jared and the Salesforce Guys