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Articles tagged with #automation
After Salesforce retired Workflow Rules and Process Builder in 2026, Flow Builder became the only declarative automation platform — and knowing which of its five types to reach for is what separates clean, performant automation from Flows t
On a recent project, a sales rep at a telecom client submitted a deal with a 42% discount on a Friday afternoon — and the approving manager went offline for the weekend without a delegated approver configured. The record sat locked until Mo
Salesforce blocked new Workflow Rules and Process Builder and is retiring both in favor of Flow. Here is why one tool replaced three, the before-save performance story that makes the move worth it, and a practical migration path.
A retail client needed a 3-email welcome flow that stops when customers actually buy. Here's how our Salesforce team built it in SFMC Journey Builder - entry sources, re-entry settings, and the two mistakes we had to fix along the way.
Journey Builder gives you five split types, and picking the wrong one is how you end up with a flow that runs clean but reports the wrong numbers. Here's how we tell them apart on production engagements.
