smhworkbench.hashnode.devCustom App to Manage New Software RequestsIn an organization where new software must pass through security, budget, and platform governance, we needed a clear and auditable process. Requirements: Teams needed a way to request new software tools and ensure each request was reviewed by Securit...Jul 18, 2025·2 min read
smhworkbench.hashnode.devCancelled Cases: Alert Purchasing for Manual PO ReviewIn this org, Cases were used to track in-home service visits, often involving part replacements. These service requests could generate Purchase Orders (POs) for required components. If a Case was later canceled, the Purchasing team needed to manually...Jul 18, 2025·1 min read
smhworkbench.hashnode.devFlow Fix: Sales Order Completion + Work Order SchedulingThe scheduling team at this company found a process gap: they couldn’t tell whether it was okay to schedule a Work Order, because the Purchasing Status wasn’t getting updated. The original request was to automate the field update on the Work Order ba...Jul 17, 2025·1 min read
smhworkbench.hashnode.devNull Field Values: Handling Vendor API VariationsOur webforms pulled product interest data from various listing services. Each vendor’s API sent three separate dropdown values for product interest, which were combined into one field in Salesforce using a formula inside a flow. Different APIs handle...Jul 1, 2025·1 min read
smhworkbench.hashnode.devSalesforce Cleanup: Manual-Entry Field ReplacementThis task involved deprecating a manually entered Travel Time field on a custom object. Travel time was already being calculated via the Google Maps API and stored on the Account, but users were still retyping it on related records because the old fi...Jul 1, 2025·1 min read
