Zapier & Power Automate: My Declarative Integration Portfolio

I’ve had a lot of Zapier and Power Integrate projects of late, and I’ve been enjoying digging deeper into Azure Logic Apps (which share no small portion of their DNA with Power Automate). So I decided to group like with like and add a new […]

Advertisements

Salesforce Process Builder & Flow Convergence

Salesforce Flow and Process Automation constitute a suite of tools that make an admin’s life (and those of the users s/he serves) easier and easier. This is because the tools steadily become and more and more powerful. And more approachable to non coders. Win. Win. […]

Salesforce Automation: Process Builder & Flow Builder for setting primary contact and primary contact affiliation automatically

There’s a funny asymmetry at play in Salesforce NPSP. If you use the UI to enter a lone, “naked” contact, the fancy business logic envelopes that lonely figure in a Household account, as the primary contact on the household. Nifty. Gee-whiz bang. So why is […]

Salesforce VOIP Telephony, CTI & Analytics

I’m trialing some telephony options for a client on G-Suite. CloudCaller.io and DialPad, in addition to the possibility of a Twilio custom job. I’ll be reporting back more on these soon. But I have to say, DialPad has impressive capabilities. The transcription is pretty accurate […]

SalesforceBen has a nice post on Salesforce/Slack Integration

Oddly enough, few of my clients use Slack. MSFT Teams seems, improbably, more prevalent. Still I remember it fondly from back in 2015/16/17 — and this description makes me want to find an instance to see it for myself. Read on! https://www.salesforceben.com/slack-to-salesforce-integration-new-and-improved/

Trailhead Training Automations Using Office 365 Power Automate

#Zapier is an amazing company — the offering is robust and grows (seemingly) daily; they take security seriously, and there are lots of little signs that this is an org-cultural value of the highest importance. That said, when looking at declarative point-and-click integrations, if it’s […]