Advanced Flows

Looking for some of the more advanced Salesforce Flow examples? This is the article list for you!

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Screen Flow

1) Getting Started with Salesforce Flow – Part 4 (Need to Redirect a User to a New Record?)

2) Getting Started with Salesforce Flow – Part 20 (Populate Campaign Members from Opportunities based on Opportunity Stage Name)

3) Getting Started with Salesforce Flow – Part 53 (Clone a User with their associated Public Group, Queue Membership, and Permission Sets)

4) Getting Started with Salesforce Flow – Part 61 (Clone a Public Group or Queue with Members)

5) Getting Started with Salesforce Flow – Part 67 (Hurray! Parsing a Multi-Select Picklist is Trouble No More! Phew!) 

37) Getting Started with Salesforce Flow – Part 140 (How to Get Salesforce Org Base URL in Flow)

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Before vs After Save Flow Decision Guide

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Architect Topics

1) Getting Started with Salesforce Flow – Part 35 (When to Use Before-Save vs After-Save Record-Triggered Flows) Decision Guide

2) Getting Started with Salesforce Flow – Part 76 (Salesforce Flow Design Patterns – from Fundamentals to Mastery)

3) Getting Started with Salesforce Flow – Part 79 (Salesforce Flow Naming Conventions)

4) Getting Started with Salesforce Flow – Part 81 (Ever Wonder What is a Per Object – Per Type Record-Triggered Flow 🤔? ))

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Error Handling

1) Getting Started with Salesforce Flow – Part 133 (How to Fix MIXED DML Operation Error)

2) Getting Started with Salesforce Flow – Part 134 (How to Fix FIELD_CUSTOM_VALIDATION_EXCEPTION Error)

3) Getting Started with Salesforce Flow – Part 135 (How to Fix FIELD_INTEGRITY_EXCEPTION Error)

4) Getting Started with Salesforce Flow – Part 136 (How to Fix MALFORMED_ID Error)

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Record-Triggered Flow (After-Save)

1) Getting Started with Salesforce Flow – Part 44 (Auto Convert Marketing Qualified Leads)

2) Getting Started with Salesforce Flow – Part 39 (Out of Office Notification For Chatter Post)

3) Getting Started with Salesforce Flow – Part 71 (Now, Generating a Quote PDF is a breeze! Learn how!)

4) Getting Started with Salesforce Flow – Part 138 (Remove Rich Text Formatting Using Flow)

5) Getting Started with Salesforce Flow – Part 143 (Query Records by List of Ids in Flow)

 

 

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Record-Triggered Flow – Scheduled Paths

1) Getting Started with Salesforce Flow – Part 50 (Welcome New Users by Default – Auto Follow them in Chatter!)

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Schedule-Triggered Flow

1) Getting Started with Salesforce Flow – Part 93 (Skip Scheduled Flow on Weekends and Holidays)

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Deployment

1) Getting Started with Salesforce Flow – Part 74 (Deploy Flow(s) or Process(es) Using the Visual Studio Code)

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Advanced Flows (Old Visual Workflow)

  1. Add Record to Multiple Chatter Groups – Parsing Multi-Select Picklist fields (Flow)
  2. Parsing Dynamic choice Multi-Select Picklist fields (Flow) – Reusable component

 

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