Tag: Tech Insights

Word is out that Workflow Rules and Process Builder are being discontinued. Lightning Flow is going to be the default automation tool going forward. Flows are part of the main reason I adore Salesforce. They offer an intuitive drag-and-drop interface

Let's cover out-of-the-box, approval process feature, from which you can then decide if it works for you and your team. We'll use the below Edge installation opportunity as our example for our approval process. The business rule is when the