Skip to main content

Join #AdminHour​  on Thursday April 18, 2019 at 10amPT/1pmPT for: Building a Template for Success: How Custom Metadata and Flow make Record Templates Possible with Michelle Hansen! Register here: http://www.longshoreconsulting.com/adminhour.html

Do you have challenges around Record naming guidelines? Do you have 'standard' records that must be created and attached to every <insert Object here>? Do your users ever fill out record data improperly/incompletely? Have you ever try to use the 'Clone' feature, then realize there were limitations when users don't have edit access to all fields on a record?

If you've said yes to any of these, then I have a solution for you: Custom Metadata! Attend this session to learn how you can configure Salesforce Custom Metadata to populate record field values with the right standard information every time. Coupled with Flow Builder for easy record creation, you can eliminate manual entry for your users while boosting your data integrity!

Tell a friend, bring your sandbox/Trailhead playground, and yes this session will be recorded and available at the same link after or you can sign up and be emailed a replay directly! 

www.longshoreconsulting.com

1 comment
0/9000