About Cheryl Fernandes

Cheryl is a certified Salesforce Application Architect and is the Lead Salesforce Consultant at Blu Ninjas. She has been working with Salesforce for 9 years and has helped companies in financial services, insurance and beauty industries implement solutions on the platform. Process builder and flow are her favorite declarative tools, these tools are a game changer for anyone who does not know how to code.

Update Last Meeting Date on Contact Record Using Schedule-Trigger Flow

Business Problem The sales team would like to report on the last meeting date for a Contact but when we try to use the standard Last Activity field, we see there are dates in the future. In order to solve this, we need to create a new custom [...]

By |2021-07-04T18:51:24-04:00July 4th, 2021|Flow, Salesforce How To's|0 Comments

Mailchimp to Salesforce Integration – Part 4

Business Problem - Campaign Member Deletion Automation MailChimp is a great tool for people who are just starting out with email marketing and they currently use Salesforce as their CRM. We have done several implementations of MailChimp and Salesforce and wanted to provide you with our best practice [...]

Mailchimp to Salesforce Integration – Part 3

Business Problem MailChimp is a great tool for people who are just starting out with email marketing and they currently use Salesforce as their CRM. We have done several implementations of MailChimp and Salesforce and wanted to provide you with our best practice approach of how to set [...]

Mailchimp to Salesforce Integration – Part 2

Business Problem MailChimp is a great tool for people who are just starting out with email marketing and they currently use Salesforce as their CRM. We have done several implementations of MailChimp and Salesforce and wanted to provide you with our best practice approach of how to set [...]

Convert Scheduled Actions to Paused Flows

Business Problem: This article will explain how to convert your process builder from using scheduled actions to using paused flows. Please review this blog post prior to reading this one, it will help further explain deleting paused flow interviews. You may have run into one of the following issues when [...]

Automate Duplicate Record Set Deletion

Business Problem: Salesforce provides a slick way to identify duplicates and merge them using Duplicate Rules and Matching Rules. When you create or edit a record that triggers the rule, a Duplicate Record Set record is created with at least 2 related Duplicate Record Set Item records. The Duplicate Record [...]

Update County Based on Postal Code

Business Problem: Some sales teams assign territories based on county in the United States and this requires someone to update the county in Salesforce in order to assign the Lead or Account to the appropriate person. Automating the update to the County based on the Postal Code of an address [...]

Delete Paused Flow Interviews in Salesforce

Business Problem: This article will explain how to automate the deletion of paused flow interviews in Salesforce so your users can circumvent errors and ensure you will not hit the paused flow interview limit. If you have experimented with paused flows, I am sure you have encountered one of the [...]