August 10, 2017

If you haven't hear of Flow, you're about to get a crash course.  If you need to automate your Campaign Membership, but your brain starts to hurt as you read more, or if you just don't have time and need a solution already, then skip down to the bottom.  I...

August 4, 2017

Start with Process Builder, and move forward from there.  As a best practice, I try to have only two Process Builders max per object: one on creation and one on edit.  This makes your automation nice and clean which means easy to maintain.

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