Work With Aggregate Functions in Salesforce Flow

Big Idea or Enduring Question: How to work with the aggregate functions in Salesforce Flow? Objectives: After reading this blog, you’ll be able to: Find out the NUMBER (Count) of rows for query criteria. Find out the MAXIMUM value of a field for query criteria. Find out the MINIMUM value of a

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Set Your Productivity on Steroids by Creating Subflows

Salesforce Flow is one of the most used declarative tools to automate business processes in Salesforce. Most of us usually create a new flow for each requirement. That not only is not a best practice, but, in the long run, it is a highly unproductive and unsustainable approach to managing

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Remove Duplicates from Record Collection Variables in a Flow

Big Idea or Enduring Question: How do you remove the duplicates from the record collection variables or collection variables in flow without writing code? Objectives: After reading this blog, you’ll be able to:  Understand different flow operators in assignment element Understand how to remove common records b/w record collection variables

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How to Fix MALFORMED_ID Error

I want to thank, each reader, and follower of automationchampion.com, for their support and feedback(s). Some of you requested me to write a blog post to explain (1) MALFORMED_ID Error; and, (2) how to solve it.  I have and will continue to, try my best to incorporate suggested topics, from readers and

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How to Fix FIELD_INTEGRITY_EXCEPTION Error

Big Idea or Enduring Question: How do you resolve the FIELD_INTEGRITY_EXCEPTION error?  The Record-Triggered Flow is a way of automating business processes. Record-Triggered Flow is a powerful tool for system administrators and developers to implement business processes without writing code. However, with great power comes great responsibility –  If a user starts creating a new

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How to Fix FIELD_CUSTOM_VALIDATION_EXCEPTION Error

Big Idea or Enduring Question: How do you resolve the FIELD_CUSTOM_VALIDATION_EXCEPTION error?  The Record-Triggered Flow is a way of automating business processes. Record-Triggered Flow is a powerful tool for system administrators and developers to implement business processes without writing code. However, with great power comes great responsibility –  If a user starts creating a new

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How to Fix MIXED DML Operation Error

Big Idea or Enduring Question: How do you resolve MIXED_DML_OPERATION: DML operation on setup object is not permitted after you have updated a non-setup object (or vice versa) error?  The Record-Triggered Flow is a way of automating business processes. Record-Triggered Flow is a powerful tool for system administrators and developers to implement business

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Advanced Flows

Looking for some of the more advanced Salesforce Flow examples? This is the article list for you!

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Screen Flow

1) Getting Started with Salesforce Flow – Part 4 (Need to Redirect a User to a New Record?)

2) Getting Started with Salesforce Flow – Part 20 (Populate Campaign Members from Opportunities based on Opportunity Stage Name)

3) Getting Started with Salesforce Flow – Part 53 (Clone a User with their associated Public Group, Queue Membership, and Permission Sets)

4) Getting Started with Salesforce Flow – Part 61 (Clone a Public Group or Queue with Members)

5) Getting Started with Salesforce Flow – Part 67 (Hurray! Parsing a Multi-Select Picklist is Trouble No More! Phew!) 

37) Getting Started with Salesforce Flow – Part 140 (How to Get Salesforce Org Base URL in Flow)

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Before vs After Save Flow Decision Guide

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Architect Topics

1) Getting Started with Salesforce Flow – Part 35 (When to Use Before-Save vs After-Save Record-Triggered Flows) Decision Guide

2) Getting Started with Salesforce Flow – Part 76 (Salesforce Flow Design Patterns – from Fundamentals to Mastery)

3) Getting Started with Salesforce Flow – Part 79 (Salesforce Flow Naming Conventions)

4) Getting Started with Salesforce Flow – Part 81 (Ever Wonder What is a Per Object – Per Type Record-Triggered Flow 🤔? ))

5) Getting Started with Salesforce Flow – Part 126 (Remove Duplicates from Record Collection Variables in a Flow)

6) Getting Started with Salesforce Flow – Part 154 (Barcode Scanner for Screen Flow Using the BarcodeScanner API)

7) Getting Started with Salesforce Flow – Part 155 (Rich Text Area Component for Screen Flow)

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Error Handling

1) Getting Started with Salesforce Flow – Part 133 (How to Fix MIXED DML Operation Error)

2) Getting Started with Salesforce Flow – Part 134 (How to Fix FIELD_CUSTOM_VALIDATION_EXCEPTION Error)

3) Getting Started with Salesforce Flow – Part 135 (How to Fix FIELD_INTEGRITY_EXCEPTION Error)

4) Getting Started with Salesforce Flow – Part 136 (How to Fix MALFORMED_ID Error)

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Record-Triggered Flow (After-Save)

1) Getting Started with Salesforce Flow – Part 44 (Auto Convert Marketing Qualified Leads)

2) Getting Started with Salesforce Flow – Part 39 (Out of Office Notification For Chatter Post)

3) Getting Started with Salesforce Flow – Part 71 (Now, Generating a Quote PDF is a breeze! Learn how!)

4) Getting Started with Salesforce Flow – Part 138 (Remove Rich Text Formatting Using Flow)

5) Getting Started with Salesforce Flow – Part 143 (Query Records by List of Ids in Flow)

6) Getting Started with Salesforce Flow – Part 145 (Auto Add Account Team Members to Case Team)

7) Getting Started with Salesforce Flow – Part 146 (Auto Add Members to Account Team) 

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Record-Triggered Flow – Scheduled Paths

1) Getting Started with Salesforce Flow – Part 50 (Welcome New Users by Default – Auto Follow them in Chatter!)

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Schedule-Triggered Flow

1) Getting Started with Salesforce Flow – Part 93 (Skip Scheduled Flow on Weekends and Holidays)

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Deployment

1) Getting Started with Salesforce Flow – Part 74 (Deploy Flow(s) or Process(es) Using the Visual Studio Code)

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Advanced Flows (Old Visual Workflow)

  1. Add Record to Multiple Chatter Groups – Parsing Multi-Select Picklist fields (Flow)
  2. Parsing Dynamic choice Multi-Select Picklist fields (Flow) – Reusable component

 

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