Big Idea or Enduring Question: How can I send emails with dynamic attachments to my users using Flow without writing any code or installing additional applications? Objectives: After reading this blog, you’ll be able to: Create a record-triggered flow to automatically send an email alert. Utilize the Send Email action
Category: After-Save Flow
Avoid Salesforce Flow Errors: Limit Get Records to Stay Under 50001 Rows
Big Idea or Enduring Question: How can I limit the number of records returned by the Get Records element in Salesforce Flow? Objectives: After reading this blog, you’ll be able to: Learn how to limit the number of records returned by the Get Records element. Avoid Flow errors by applying
Transform Elements Over Loops: Easily Sum or Count Items in Collections
Big Idea or Enduring Question: How can I use the transform element to easily perform operations like sum and count without using a loop? Objectives: After reading this blog, you’ll be able to: Utilize the Transform element to map and transform source data to target data. Count the number of
Use Multiple Data Sources in Transform Element to Fetch Data from Multiple Objects
Big Idea or Enduring Question: How can I bring data from multiple sources into the data source using the Transform element and then map it to the target data source? Objectives: After reading this blog, you’ll be able to: Utilize the Transform element to map and transform source data to
Transform Elements Over Loops: Create Tasks for Opportunities Without Loops
Big Idea or Enduring Question: How can I use the Transform element for data mapping and data transformation to collect data in a record collection variable and later create records? Objectives: After reading this blog, you’ll be able to: Utilize the Transform element to map and transform source data to
Transform Elements Over Loops: A Modern Method for Collecting IDs in Salesforce Flow
Big Idea or Enduring Question: How can I use the Transform element to map and transform data from one collection variable to another without using a loop? Objectives: After reading this blog, you’ll be able to: Utilize the Transform element to map and transform source data to target data Apply
Sending an Outbound Message from a Flow in Salesforce
Big Idea or Enduring Question: How to send an Outbound Message from Salesforce using Salesforce Flow? Objectives: After reading this blog, you’ll be able to: Understand what an outbound message is Understand the need for an outbound message when Salesforce Flow supports HTTPS callouts Configure an outbound message for a
Easiest Way to Find if a Record Is in the Approval Process Using Salesforce Flow
Big Idea or Enduring Question: How Do You Find Out If a Record Is in the Approval Process When Using Salesforce Flow? Objectives: After reading this blog, you’ll be able to: Work with the ProcessInstance object. Find out if a record has pending approval without using any code. Create a