The Weekend Picklist ?? So Long Workflow Rules, Advanced Flow Concepts, and Zendesk Acquisition

Salesforce Announces End of Support for Workflow Rules & Process Builder

Farewell old friend… We have a departure date, and that date is December 31, 2025. While this may feel a long way off, if you haven’t yet migrated your automation processes to Flow Builder, now really is the time! Otherwise, you could end up going it alone without customer support.?

Overall, this is a very welcome move from Salesforce as the platform aims to provide a more modern, extensible, low-code automation solution in the form of Flow Builder. Here’s what you have to look forward to:?

• Functionality that improves high-volume automation, such as Fast Field Updates (Before Save).
• Powerful error handling and debugging.
• Repeatable and reusable functionality such as the use of Subflows.
• Additional features such as Screen Flows.

Yes please!

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Zendesk Acquires Ultimate.ai – Who Will Win the CRM AI Wars?

Big news from Zendesk, with the recent announcement that the customer service platform has acquired Ultimate.ai , an automation platform powered by – you guessed it – AI.

Whilst Salesforce dominates the customer support space with a 21.8% market share, Zendesk is a fierce competitor with 4.5% of the global market, and it’s often favored by smaller businesses due to its smaller price tag.?

As an established specialist in customer service, this latest acquisition has given Zendesk a real opportunity to become a major player – especially when it comes to training LLMs to solve customer queries. And with recent studies showing increased productivity in the workplace, as well as a growing sense of urgency for executives to implement some form of artificial intelligence, the race to dominate the AI space shows no signs of slowing down.?

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Advanced Flow Concepts for Salesforce Professionals

Once you’ve mastered the basics of everyone’s favorite declarative automation tool, it’s time to tackle some of the more advanced areas of Salesforce Flow:?

1. Subflows: Flows launched by another flow – built specifically with actions and functionality that are required across multiple flows, these will benefit your business by ensuring you don’t need to build the same functionality in multiple places.
2. HTTP Callouts: Used to send or receive data from your flow to an external system, callouts allow you to create simple integrations between Salesforce and other tools.?
3. System Context: Buried in the Advanced Menu in your Flow Properties is an option to select how the flow will run. This is where you can run your flows in “System Context” and either enforce sharing rules or exclude them – proceed with caution!?
4. Flow Access: Each flow can be configured so that it’s exposed only to users with specific profiles or permission sets, giving admins the ability to grant granular access.
5. Custom Components: Consider using Lightning Web Components to expand, create, and customize your flows.

How flow can you go??

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Salesforce Org Check: Free Technical Debt Analysis

There’s no doubt some sneaky technical debt accumulating somewhere in the deepest darkest corners of your org... Time for a spring clean!?

Reviewing and optimizing existing objects, fields, automations, and reports can be a time-consuming task. That's why it’s worth considering a tool to help with some of the heavy lifting, especially when that tool is free!?

Org Check does exactly what its name suggests; this simple ‘check’ allows you to take a good look at your org and whatever technical debt may be lurking there. Drill down into the different areas of Salesforce that impact performance, security, and user experience, get the answers you need, and make educated decisions when planning future changes.?

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Salesforce Developer’s Guide to Debugging Course: Available Now

Battling against bugs is a regular routine for developers. That’s why we’ve launched a dedicated course to help support the Salesforce “builders” in their day-to-day tasks.?

During this course, you’ll be invited to get hands-on in the following areas:

• Troubleshooting common developer problems in Apex, Aura components, and Lightning Web Components.
• Learning strategies for diagnosing and resolving these issues.
• Identifying the tools available to troubleshoot.

A quick heads up: to get the most out of this course you’ll need at least a basic working knowledge of Apex, Aura, and LWC.

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Preparing Salesforce for AI: Strategies To Set You Up For Success

Is your company gearing up for the AI era? Consider this: AI isn’t magic, and if you don’t have strong processes and top-quality data you are setting yourself up for failure.?

In this session, we’ll dive into why having a rock-solid foundation is key to churning out the data you need. Plus, we will provide tips for your processes – including a demo that will show you how to get your ‘digital house’ in order.

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