Join our stellar consultant partners at Data Geeks Lab to learn about Flow, Salesforce's automation tool, with clear, practical examples you can use with PatronManager. Flow is a powerful tool that is replacing older automation options like Workflow and Process Builder with a modern interface and lots of flexibility. With great power comes great responsibility, though, because Flow allows you to break things in your system as easily as fix them!

Learn how to safely use Flow for simple record updates triggered by a value change, for example to update various fields when a patron is marked as deceased, not just on the Contact record, but on their related Account record as well.

Part 2 of this series in March will build on this session, and cover using Flow to send email notifications - register here.

This webinar is geared toward PatronManager Admins.

Recorded February 20, 2025