Big Idea or Enduring Question: How do you notify the lead owner when someone removes a lead from the Sales Engagement Cadence? Objectives: After reading this blog, you’ll be able to: Understand the Change Data Capture Understand ActionCadenceTracker object Subscribe to Change Events Using an Apex Trigger Call an Autolaunched
Category: Autolaunched Flow
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
Run Schedule-Triggered Flow at Flexible Repeat Intervals
Big Idea or Enduring Question: How do you run schedule-triggered or autolaunched flow at flexible repeat intervals? Objectives: After reading this blog, you’ll be able to: Run a Schedule-Triggered Flow in regular intervals (for example, every 15 minutes, Hourly, Every four hours, etc.) Run a Schedule-Triggered Flow only on weekends.
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
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
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
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