#Automation29 discussing

My org recently switched to Lightning - in Classic the subject field for tasks was predictive based on what a user has used in the past. In Lightning this does not work - however, the user can switch back to classic and it will still work. After initial research the only thing I can find is that clearing browser cache ~might~ work. I have seen several places where people are asking about this but there are no definitive answers. Have others ran into this? If so, how have you fixed it?

Versions of flows in production that were not active were being executed even though they were not active. I deleted the Not-Active versions of flows and problem was resolved.  Anyone ever experience anything like this?

For clarity - this was happening both in Debug with option to use latest versions of flows Unchecked and also happening running the live versions of the flows in production. 

It would be good if Trailhead Trackers capabilities could

Include available points per badge

How many points a user has earned for each badge

If you complete a badge and it is the revised and extra content is added how you can be made aware

Also could certification and quest data be added so they can be assigned to users without manually creating a badge and then this data also pulled from a user’s trailhead profile

I’m working on a Salesforce org with several Flows, Apex triggers, and scheduled automations. As the amount of data grows, some processes are taking longer to complete and a few users are seeing delays during record updates. I’d like to understand which areas I should check first, such as Flow design, Apex execution, SOQL queries, or automation order. What tools or best practices do you recommend for finding the main performance bottleneck? 

Hi everyone — reaching out to this community as I explore my next role.

I’m a CBAP-certified Business Analyst with 20+ years of experience across federal government, FinTech, and SaaS, and I also hold Salesforce Business Analyst and SAFe Agile certifications. My background includes Salesforce flows and SOQL, data mapping, UAT leadership, and compliance documentation, with growing hands-on experience in AI and automation tooling.

I’m open to Senior BA, Product Analyst, BA/PM Hybrid, and Product Owner roles. If you know of anything open, or are hiring, I’d love to connect — happy to share my background in more detail.

Thanks for reading, and good luck with your own searches too.

Hi Salesforce community,

Basic formula request here! Looking to automate the Due Date of a newly created Task to be 3 Business Days from Today. Any takers?

Thanks!

Tim

#Sales Cloud #Automation #Tasks

Hi everyone — reaching out to this community as I explore my next role.

I’m a CBAP-certified Business Analyst with 20+ years of experience across federal government, FinTech, and SaaS, and I also hold Salesforce Business Analyst and SAFe Agile certifications. My background includes Salesforce flows and SOQL, data mapping, UAT leadership, and compliance documentation, with growing hands-on experience in AI and automation tooling.

I’m open to Senior BA, Product Analyst, BA/PM Hybrid, and Product Owner roles. If you know of anything open, or are hiring, I’d love to connect — happy to share my background in more detail.

Thanks for reading, and good luck with your own searches too.

 New in 360 InstantDocs: Excel File Generation for Salesforce

We're excited to share a new enhancement in

on Salesforce AppExchange! 

With our latest release, you can now generate Excel (.xlsx) files directly from Salesforce—making it easier to automate spreadsheet creation without leaving your Salesforce environment. 

You can now generate formatted Excel (.xlsx) files directly from Salesforce and automate the process using Flow or Apex, making it easier to create reports, invoices, and other business documents.

We'd love to hear how you would use Excel generation in your Salesforce workflows. Feedback and suggestions are always welcome. 

I paused the automation, removed the wrong list (140 people), and added the correct list (36 people) back to the trigger. It now says people from both lists are in the automation (176 people). According to Salesforce's Engagement Studio FAQ and Agentforce, removing the old list and replacing it with the new list will also remove anyone on that old list from the flow. It says "anyone who was only on the wrong list will automatically exit the program immediately and will not receive any further emails". But it doesn't seem like those people from the first list were removed. Please help!  

We have a client who is looking to run a number of marketing campaigns across LinkedIn, Instagram and Facebook. 

When someone signs up to their newsletter via one of the ads, they want the lead to be created in Salesforce, but they also want to be able to identify which specific ad or campaign the lead originated from. 

Our current thinking is that each ad would direct users to a web form on the client's website, which would then submit the information into Salesforce using Web-to-Lead. However, we're not 100% sure of the best way to track which ad the submission came from and pass that information into Salesforce.

Could someone advise on the best approach? Alternatively, if there's a better way of achieving this with little to no additional cost, we'd really appreciate any recommendations.

Thanks!