Serious Insights for Admins Kristi Campbell

When we think of field service work, we usually think of the cable guy or someone coming to turn on the power at our home. That’s the most obvious use case for Salesforce Field Service, an extension for Service Cloud.

On today’s episode of Serious Insights for Salesforce Admins, we’re talking about a tool so universal that we believe all intentional admins should learn how to use it: Experience Cloud.

Remember the days when you bought software on a CD, put it into your computer, and that was it? The application was there, no bits and bobs, plain and simple

If you’re an aspiring Salesforce admin, you may have heard that nonprofits are a great place to kickstart an admin career.

What's Serious Insights for Salesforce Admins all about? Come listen to our delightful new trailer to find out!

As an admin, you might be dreading the migration process to Flow.
You’re not only being pulled away from building new and shiny solutions for your users for what may seem like busy work. You’re also going to have to spend a lot of time retraining your brain from Process Builder to Flow so that the migration process goes smoothly, and so you can reach your full Flow potential.
Don’t stress too much: we’re back with part 2 of our series on the great Flow migration with Jack Lavous of Elements.cloud to dig deeper into how Jack was able to transition to Flow with ease. 
In this episode, Kristi and Jack discuss the biggest mistakes made and lessons learned so that you’re as prepared as you can be to go with the Flow.
Listen to this episode to learn: 

How to balance your Flow transition with other projects
How to mitigate risk from migration
The best resources for learning Flow


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Episode Summary 
Most admins are probably not too excited about the migration process to Flow.
You’re not only being pulled away from building new and shiny solutions for your users for what may seem like busy work. You’re also going to have to spend a lot of time retraining your brain from Process Builder to Flow so that the migration process goes smoothly, and so you can reach your full Flow potential.
As Host Kristi Campbell, Senior Salesforce Admin & Salesforce MVP, puts it, “it's easy for people to internalize those things and learn them, which is the point. But then you lose the why.” As in, why are we moving over to Flow in the first place? Because ultimately, all that hard work is going to pay off and make all your automations a lot easier to deal with.
In part 2 of our series on Flow migration with Jack Lavous, Kristi and Jack dig deeper into how Jack’s company, Elements.cloud, made the migration process go a little bit more smoothly. Jack tells us more about automations he created and tricks he employed to minimize the risk that comes with migration and keep things more streamlined and organized. 
They also discuss the biggest mistakes made and lessons learned, as well as their favorite online resources, so that you’re as prepared as you can be to go with the Flow.

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Key Takeaways 
Think beyond the norm. 
With Process Builder, admins were getting comfortable with one process to rule them all. Flow is more versatile in that it lets you control the order of operations through sub-Flows, meaning there is more than just one flow per object.

It’s easy to get stuck in old habits, but that can also limit your thinking. Understanding how sub-Flows work is a crucial part of your Flow migration that could save your object from breaking.

Field naming conventions are more important than you think. 
Naming your Flows may seem like a simple one-off task, especially when you’re beginning the migration process. But choosing a specific and accurate name is important for the future you who might be searching for a specific Flow in six months. 

There’s no right way to name your Flows — just make sure to pick names or create an organized system that makes sense to you and your users. If you’re stuck, the Salesforce Discord Wiki has a detailed guide to field conventions.

There are plenty of resources available online that can make your Flow migration easier.  
Not all of us may be as lucky as Jack — surrounded by experienced Salesforce professionals who can share their experience with Flows. But many of those experts are sharing their expertise online for admins who may need some help.

Jack recommends Trailhead, Jen Lee’s blog and the Ohana Slack group. Kristi’s favorites include the SalesforceBreak Slack and Flow Office hours, hosted every Friday by Terry Miller and Andy Engin Utkan. There are also expert-led paid courses available.
 
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Featured Guest: Jack Lavous of Elements.cloud

💥 What he does: Business Excellence Manager and Salesforce Business Analyst at Elements.cloud, an integrated intellig