Big Idea or Enduring Question: How do you automatically send an Onboarding email to new users with Salesforce Flow? Objectives: This blog post will help us to understand the following How to use Salesforce Flow to send out an email alert with attachments to new users How to use the
Category: After-Save Flow
Ever Wonder What is a Per Object – Per Type Record-Triggered Flow 🤔?
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
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
Auto Forward Records to a Connection Using Salesforce Flow
Big Idea or Enduring Question: Salesforce-to-Salesforce is a natively supported feature of the Salesforce Platform and easily enables two dealing partners to share relevant data records in real-time. It allows you to share records with your business partners that use Salesforce and get real-time updates on the shared data. For
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
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
Deploy Flow(s) or Process(es) Using Workbench
Big Idea or Enduring Question: How do you deploy Flows using Workbench? Objectives: After reading this blog post, the reader will be able to: Understand how to use Workbench to retrieve change set Understand how to use Workbench to deploy flows Understand how to use Workbench to deploy any components Deploy components to
Deploy Flow(s) or Process(es) Using the Visual Studio Code
Big Idea or Enduring Question: How do you deploy Flows or Processes using the Visual Studio Code? Objectives: After reading this blog post, the reader will be able to: Understand how to use the Visual Studio Code to deploy flows Understand how to use the Visual Studio Code to