This is a continuation of my last article Salesforce Flow Design Patterns – from Fundamentals to Mastery. In my previous article, I discussed various best practices and design considerations when it comes to building an efficient Flow. This article goes a step further and explains how a user can create, and
Category: Salesforce Flow
Getting Started with Salesforce Flow – Part 80 (Auto update Chatter Email Settings)
Big Idea or Enduring Question: Chatter is a great way to boost collaboration in your organization. Users can post a status, links, files, and comments on other’s posts. We can also add users to chatter groups. Chatter can email you every time someone follows you, posts to your profile or
Getting Started with Salesforce Flow – Part 79 (Salesforce Flow Naming Conventions)
As a declarative programmer, you always want to create clean flows where naming has to be appropriate so that any other programmer can find it easier to read the flow and understand. Now, this may seem meaningless to you but think about a situation where you are investigating a flow
Getting Started with Salesforce Flow – Part 78 (Auto Forward Records to a Connection)
To understand how to solve the same business use case using Process Builder. Check out this article Getting Started with Process Builder – Part 10 (Auto forward Records to a Connection). Big Idea or Enduring Question: Salesforce-to-Salesforce is a natively supported feature of the Salesforce Platform and easily enables two
Getting Started with Salesforce Flow – Part 77 (Running Lead Assignment Rules From Salesforce Flow)
To understand how to solve the same business use case using Process Builder. Check out this article Getting Started with Process Builder – Part 49 (Running Lead Assignment Rules From Process Builder). Big Idea or Enduring Question: How do you run the lead assignment rule from the Salesforce flow? Lead
Getting Started with Salesforce Flow – Part 76 (Salesforce Flow Design Patterns – from Fundamentals to Mastery)
Salesforce Flow is like a double-edge sword – on the one hand, it is one of the most powerful tools provided by Salesforce to implement business automation declaratively; on the other hand, if one implements Salesforce Flow sloppily then, it may turn into a nightmare by flashing errors like SOQL
Getting Started with Salesforce Flow – Part 75 (Deploy Flow(s) or Process(es) Using Workbench)
Big Idea or Enduring Question: How do you deploy Flows or Processes using Workbench? Objectives: After reading this blog post, the reader will be able to: Understand how to use Workbench retrieve change set Understand how to use Workbench to deploy flows Understand how to use Workbench to deploy processes Deploy components to any