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
Category: After-Save Flow
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
List of All Available Formulas For Salesforce Flow
Big Idea or Enduring Question: How to find out all formula functions allowed in a Flow? Objectives: After reading this blog, you’ll be able to: Find out all formula functions supported in Salesforce Flow Run SOQL for Tooling API objects and much more Business Use case Isabella Stewart is working