R1D35 Business Process Management in Salesforce
I know what you’re thinking. “Business Process Management is the most exciting topic that I’ve ever read on this blog.” You are right.
Salesforce comes with some very robust BPM and workflow automation capabilities that require either no code, low code, or optionally all of the code that you want.
This makes it really easy to create complicated workflows when things happen within the system. For instance:
- Modifying other records when some records change.
- Notifying users when some event occurs.
- Creating an approval workflow based on specific criteria.
- Sending data to third party systems when things happen.
If you work in a startup, like me, you will find so many manual processes that could save human beings hundreds of hours. The biggest challenge is getting the automation working. When I first approached some of the automation challenges at my job, as an engineer I dove head first into creating complicated validation rules in Apex, using triggers, and writing reusable API wrappers for various third party services.
I took a step back before diving too far into this rabbit hole and took some training with Trailhead. I learned that 90% of the things that I spent figuring out in Apex are just built right into Salesforce. With my limited time I can spend my engineering skills on the 10% that I can’t do out of the box and let Salesforce handle the rest.
While it is interesting to learn how to deal with triggers, validation, etc. from scratch, as Sweet Brown would say:
Thank you for reading! Share your thoughts with me on bluesky, mastodon, or via email.
Check out some more stuff to read down below.
Most popular posts this month
- 2024
- Reinstalling Windows at 1am
- SQLite DB Migrations with PRAGMA user_version
- My Custom Miniflux CSS Theme
- How to Disable Wayland in Debian Testing
Recent Favorite Blog Posts
This is a collection of the last 8 posts that I bookmarked.
- Give Your Spouse the Gift of a Couple's Email Domain from mtlynch.io
- Skip the Next iPhone from Articles on Jose M.
- Have smart glasses finally hit an inflection point? from The Torment Nexus
- The McPhee method from the jsomers.net blog
- Pluralistic: LLMs are slot-machines (16 Aug 2025) from Pluralistic: Daily links from Cory Doctorow
- Pluralistic: Bluesky creates the world's weirdest, hardest-to-understand binding arbitration clause (15 Aug 2025) from Pluralistic: Daily links from Cory Doctorow
- Just a Little More Context Bro, I Promise, and It’ll Fix Everything from Jim Nielsen’s Blog
- The Futzing Fraction from Deciphering Glyph
Articles from blogs I follow around the net
Who Is The Sky? by David Byrne
Seeing David Byrne last night for the first-ever performance of Who Is The Sky was one of the best and most impactful concerts/experiences of my life.
via Blog – Brad Frost September 17, 2025Pluralistic: Conspiratorialism's causal chain (17 Sep 2025)
Today's links Conspiratorialism's causal chain: A four-part begat. Hey look at this: Delights to delectate. Object permanence: Legal threats over HDCP leaks; Print your own TSA luggage keys; "A Natural History of Empty Lots." Upcoming appe…
via Pluralistic: Daily links from Cory Doctorow September 17, 2025Theatre Review: Interview (Understudy Performance) ★★★☆☆
One of the best things about London theatre is that once in a while a show will give its understudies a chance to break out of the dressing room and soar on the stage. It's a chance to see talented performers at a discount price. What's not to lik…
via Terence Eden’s Blog September 17, 2025Generated by openring