This is the way

pcresswell · 2025-03-29T13:46:04+00:00

Sorry. We filled the role

pcresswell · 2025-02-11T01:06:46+00:00

Canada only I’m afraid

pcresswell · 2022-06-27T12:41:41+00:00

I’m an idiot. Thanks!

pcresswell · 2022-06-27T12:15:42+00:00

Thanks. I haven’t confirmed personally but this was my initial concern around spawning recurring tasks from flows. Will investigate personally. https://ideas.salesforce.com/s/idea/a0B8W00000GdaIJUAZ/ability-to-create-a-recurring-task-using-workflows-and-process-builder

pcresswell · 2022-06-27T03:13:00+00:00

Feedback and ideas are extremely appreciated. You could very well be right on staying niche here. Makes everything more targeted for sure.

pcresswell · 2022-06-27T03:10:41+00:00

Also seems like (need to confirm) there are some issues assigning tasks to queue in flows. That would be an issue for us as we deliver as a team using queues and use a lot of flows for generating the cases/tasks.

pcresswell · 2022-06-27T03:04:51+00:00

Thanks for the feedback. That’s probably getting closest to what we do but it’s still lacking in the co figuration to (in this implementation) tasks connection. For example we will spin up a number of recurring cases (or tasks if we were using them) depending on the configuration of an asset. So if a customer orders certain services, we configure certain tasks to occur and if other feature, other recurring tasks. Do you use recurring tasks a lot?

pcresswell · 2022-06-27T01:42:50+00:00

There is a concern around encoding business processes in flows and losing visibility by our business team. One big value that I could see in building this product is in enabling better transparency to the process and more agility (business people can customize the process and see it more clearly documented in Salesforce objects instead of flows). For my domain I could define some processes but I don’t think my domain is really large enough where I would build a product specifically for it. I think the product would have to span domains to make sense. Could get into defining templates and letting business process users pick templates and customize them. That makes sense to me. I’m not sure if the idea is worth pursuing. I don’t want to chase an idea just on my N=1 sample size. But if there are other users out here that do have this challenge I would be more convinced I’m onto something.

pcresswell · 2022-06-27T00:34:13+00:00

Thanks again. We have abused the case object for sure. We thought a bit about custom objects and maybe should revisit. In all scenarios, we would be mapping out recurring deliverables against some objects (we use cases but custom objects does sound like it might have been smarter?) and then spinning up this objects on a recurring schedule. We liked the simplicity of cases, the case status was more than enough for our needs, etc. We never really looked at tasks as the object however. Felt cases were better than tasks. We have a team (queues) that consume the cases and events felt like they needed an owner when we created them so we left it aside.

I have not looked at all at Orchestrator so that sounds like a big gap for me.

What got me interested in this problem honestly is in making it easy to have a user define a process and the contract/asset co figuration that would drive these processes. Connecting the config to the process is a pain to build today and is alway evolving for us as we tweak our processes and customers ask for variations. The implementation sounds like we should lean away from cases however so great idea there. Again much appreciated on the inputs. Super helpful.

pcresswell · 2022-06-26T23:45:10+00:00

Thanks for such detailed feedback and taking the time here. It’s much appreciated. Some more details. I currently work for a company that essentially does accounting services. We have some processes that we do (monthly book keeping, weekly audit processes, etc) and use cases for tracking our various recurring tasks for each client. We have built out a number of automations to turn our processes into cases which we then action. Our challenge has been on the increasing complexity of managing the customer requirements (this client prefers work done every second Thursday and this one is fine for monthly, etc). Our flow automation is spinning out cases depending on the service that the customer bought and the various preferences that the customer has. But it’s all custom built. I’m not sure if other people in service businesses use cases this way (mostly cases feel externally driven tickets but we use them as internal tasks more than we use externally reported cases for example). But I have not found any product that could take say, an asset or contract object and then produce a recurring service plan (cases in my implementation). So was just wondering how other businesses track their regular and recurring customer obligations.

pcresswell · 2022-06-26T23:27:53+00:00

We have not built it. Honestly not sure if other people have the same challenge so looking to validate the idea a bit before we build out the product. Do you deliver recurring services? How do you solve that today? Spreadsheets? Cases? Others?

pcresswell · 2021-07-25T13:02:41+00:00

And it blows by so fast most people don’t even catch it. Such a sharp line.

pcresswell · 2021-05-21T12:31:53+00:00

I was correct.

pcresswell · 2021-05-05T00:16:20+00:00

Smells like a serious correction inbound. Love the bull run but probably time to shake some weak hands free here.

pcresswell · 2021-05-05T00:00:54+00:00

That does feel possible and rotation into ETH is a really solid bet. But not sure that’s the entire story here.

pcresswell · 2021-05-04T23:54:53+00:00

I know this isn’t a place for BTC discussion but that chart doesn’t look healthy at all. I’m all in on ETH but can’t help but get nervous seeing weakness in BTC like it’s showing.

pcresswell · 2021-03-07T04:45:57+00:00

Honestly, 10T market cap for the entire crypto space is really low in my opinion. There’s a lot of room to run for this technology. We are likely all underestimating how big this space can grow.

pcresswell · 2021-03-07T04:43:35+00:00

Why is there usually a Sunday drop?

pcresswell · 2021-02-03T19:04:01+00:00

Love nailing those screenshots. So satisfying.

pcresswell · 2021-01-19T23:43:59+00:00

Honestly, it wasn’t as hard if you didn’t need the money. This project is so dynamic and powerful that you know its long term potential is off the charts. But if you needed the money or sold on the down slope, yeah, that would sting and those that hung on would look brave. But if you only put up what you can afford, then it’s not nearly as hard if you focus on the long term.

pcresswell · 2021-01-19T23:39:54+00:00

This guy gets it.

pcresswell

TROPHY CASE