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
Category: After-Save Flow
Automatically Remove Unqualified Leads from Sales Engagement Cadence
Big Idea or Enduring Question: How do you automatically remove leads from a Sales Engagement Cadence when reps change their status to Unqualified? Objectives: After reading this blog, you’ll be able to: Work with the ActionCadenceTracker object to find out about a Cadence. Remove a target from a Sales Engagement
Automatically Assign New Leads to a Sales Engagement Cadence
Big Idea or Enduring Question: How do you automatically assign newly-created leads to a Sales Engagement Cadence? Objectives: After reading this blog, you’ll be able to: Work with the ActionCadence object to find out about a Cadence. Assign a Sales Engagement Cadence to a lead or contact. And much more.
Send, Log, Repeat: Logging Email Alerts as Activities
Big Idea or Enduring Question: How do you log emails sent with the ‘send email’ action? Objectives: After reading this blog, you’ll be able to: Use record-triggered flow to send out an email alert. Use the “Send Email” flow action. Use email template with the “Send Email” action without creating
Display Custom Error Messages for Record-Triggered Flows
Big Idea or Enduring Question: How can one present a customized error message(s) when record-triggered flow fails and prevent users from saving a record? Objectives: After reading this blog, you’ll be able to: Understand the recently introduced Custom Error element. Display a custom error message for record-triggered before-save flow. Display
Salesforce and Google’s Time Zone API Integration: Translating Coordinates into Time Zone Info
Big Idea or Enduring Question: How can you leverage Google’s Time Zone API to automatically update a lead’s time zone information based on their geo-coordinates? Objectives: After reading this blog, you’ll be able to: Create Named Credentials for outbound requests. Set up Google Maps API Key to retrieve timezone information
Integrate Salesforce with OpenWeatherMap Using Salesforce Flow
Big Idea or Enduring Question: How to integrate Salesforce with OpenWeatherMap using OpenWeather API to get Weather Information using Salesforce Flow? Objectives: After reading this blog, you’ll be able to: Create Named Credentials for outbound requests. Setup a free OpenWeather account. Initiate an outbound HTTP GET request utilizing Salesforce Flow
Hard Delete Records Using Salesforce Flow
Big Idea or Enduring Question: How to hard delete records from Salesforce using Flow? Objectives: After reading this blog, you’ll be able to: Understand @InvocableMethod Annotation Learn about database.emptyRecycleBin method Configure Apex action to hard delete records from Flow Configure Screen Flow with Record Delete element And much more What