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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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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Find All Record-Triggered Flows for an Object

Big Idea or Enduring Question: How to find all record-triggered and scheduled-triggered flows for an object?  Objectives: After reading this blog, you’ll be able to:  Find out all record-triggered flows for an object Find out all scheduled-triggered flows for an object and much more Business Use case Arda Turan is

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Conditionally Change Color of Text Field Values in Salesforce

Big Idea or Enduring Question: How do you display text field values in different colors based on the opportunity stage?  Objectives: After reading this blog, you’ll be able to:  Understand when to use before-save flow Use the formula to display texts in different colors Use the SUBSTITUTE function to remove

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Flow Formula to Standardize Opportunity Name

Big Idea or Enduring Question: How do you standardize the opportunity name to follow business defined naming convention?  Objectives: After reading this blog, you’ll be able to:  Understand when to use before-save flow Use the formula to concatenate fields in the flow Use assignment element to update the records  and

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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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Intermediate Flows

These articles will help you to expand your knowledge of Salesforce Flow. Use the following articles to learn about popular flow formulas, dynamic approvals, various data and logic elements, improving flow performance through custom metadata types, various deployment methods, and much more!

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Screen Flow

1) Getting Started with Salesforce Flow – Part 9 (Use an Inline Visualforce Page to auto-launch a Flow)

2) Getting Started with Salesforce Flow – Part 13 (Hide Date Picker and apply Font-family)

3) Getting Started with  Salesforce Flow – Part 16 (Take Flow to the Next Level with Stages!)

4) Getting Started with Salesforce Flow – Part 28 (Have a File Upload Component and Other Details on a Single Screen? Really? Wow!)

5) Getting Started with Salesforce Flow – Part 41 (Create a Survey Using Flow? Why Not?!)

6) Getting Started with Salesforce Flow – Part 42 (Running a Flow in System Mode)

7) Getting Started with Salesforce Flow – Part 48 (Add a Topic to Multiple Records) Flow Bulkification

8) Getting Started with Salesforce Flow – Part 55 (Add or Remove Followers to a Record with the Help of Salesforce Flow)

9) Getting Started with Salesforce Flow – Part 56 (Merge Chatter Topics with the Help of Salesforce Flow)

10) Getting Started with Salesforce Flow – Part 59 (Clone a Chatter Group with Members)

11) Getting Started with Salesforce Flow – Part 60 (Allow Anyone to Add or Remove User into Public Group or Queue)

12) Getting Started with Salesforce Flow – Part 68 (Configure a Record Link Dynamically in Flow)

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Send Email

1) Getting Started with Salesforce Flow – Part 117 (Email Notification on Topic Assignment)

2) Getting Started with Salesforce Flow – Part 118 (Email Notification for Draft Emails in Case Feed)

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Salesforce Survey

1) Getting Started with Salesforce Flow – Part 124 (Send Salesforce Survey Without Code)

 

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Post to Chatter

1) Getting Started with Salesforce Flow – Part 119 (Auto Post a Message to Chatter When an Event is Created)

1) Getting Started with Salesforce Flow – Part 120 (@Mention a Related User In a Post to Chatter Action)

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Login Flow

1) Getting Started with Salesforce Flow – Part 18 (Want to Secure Your Org? Use Login Flow to configure Two Factor Authentication!)

2) Getting Started with Salesforce Flow – Part 19 (Unconventional application of Two-factor Authentication!)

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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 79 (Salesforce Flow Naming Conventions)

3) Getting Started with Salesforce Flow – Part 83 (Learn How to Designate a Recipient to Receive Error Emails)

4) Getting Started with Salesforce Flow – Part 87 (Mass Delete Paused and Failed Flow Interviews)

5) Getting Started with Salesforce Flow – Part 91 (Verify who Created or Last Modified a Flow)

6) Getting Started with Salesforce Flow – Part 95 (How to Debug a Salesforce Flow as Another User)

7) Getting Started with Salesforce Flow – Part 112 (An Introduction to Version Control for Salesforce Flow)

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Record-Triggered Flow (Before-Save)

1) Getting Started with Salesforce Flow – Part 21 (Validation Rule using a before-save Flow? Yes!)

2) Getting Started with Salesforce Flow – Part 43 (Dynamic Approval Routing in Salesforce)

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Record-Triggered Flow (After-Save)

1) Getting Started with Salesforce Flow – Part 26 (Automatically Add a Record to Chatter Group)

2) Getting Started with Salesforce Flow – Part 54 (Auto-follow a Chatter Question After Reply)

3) Getting Started with Salesforce Flow – Part 65 (Auto Follow Record Based on Criteria)

4) Getting Started with Salesforce Flow – Part 66 (Auto Unfollow Record Based on Criteria)

5) Getting Started with Salesforce Flow – Part 70 (Creating Custom Record Sharing Logic)

6) Getting Started with Salesforce Flow – Part 78 (Auto Forward Records to a Connection)

7) Getting Started with Salesforce Flow – Part 84 (Auto-generate Renewal Opportunity With Line Items)

8) Getting Started with Salesforce Flow – Part 88 (Auto Revenue Splitting in Opportunities)

9) Getting Started with Salesforce Flow – Part 100 (Auto Invite Customers to a Chatter Group)

10) Getting Started with Salesforce Flow – Part 102 (Automatically Add Partner User to Public Group)

11) Getting Started with Salesforce Flow – Part 105 (Update the Case Status Through Email-to-Case Response)

12) Getting Started with Salesforce Flow – Part 108 (Working with Polymorphic Relationship in Salesforce Flow)

13) Getting Started with Salesforce Flow – Part 115 (Automatically Create Cases from Unresolved Chatter Questions)

14) Getting Started with Salesforce Flow – Part 121 (Auto Assign a Topic to a Record)

15) Getting Started with Salesforce Flow – Part 128 (Need to Auto Add Opportunity Contact Role to an Opportunity? Read on!)

16) Getting Started with Salesforce Flow – Part 129 (What say? Send an Opportunity Approval Request to a Queue? Really?)

17) Getting Started with Salesforce Flow – Part 130 (Auto Share Events from a Shared Calendar)

18) Getting Started with Salesforce Flow – Part 131 (Automatically Add an Invitee to an Event)

19) Getting Started with Salesforce Flow – Part 144 (Auto Remove a Record From Chatter Groups)

43) Getting Started with Salesforce Flow – Part 125 (Notify Opportunity Owner when a Survey Response is Received)

44) Getting Started with Salesforce Flow – Part 150(Auto Add Member to New User’s Default Account Team)

45) Getting Started with Salesforce Flow – Part 153 (Auto Add Opportunity Team Member to Opportunity Follower)

46) Getting Started with Salesforce Flow – Part 158 (Automatically Add New User to Public Group or Queue)

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Subflow

1) Getting Started with Salesforce Flow – Part 159 (Set Your Productivity on Steroids by Creating Subflows)

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Record-Triggered Flow – Scheduled Paths

1) Getting Started with Salesforce Flow – Part 32 (Preschedule Chatter Posts)

2) Getting Started with Salesforce Flow – Part 40 (Email-to-Lead with the Help of Salesforce Flow)

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

4) Getting Started with Salesforce Flow – Part 132 (Auto Add Chatter Group Members to Public Group!)

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Schedule-Triggered Flow

1) Getting Started with Salesforce Flow – Part 30 (Reminder Email to Upload Chatter Profile Photo)

2) Getting Started with Salesforce Flow – Part 38 (Reminder For Chatter Group Pending Membership Requests)

3) Getting Started with Salesforce Flow – Part 45 (Click and Join a Chatter Group)

4) Getting Started with Salesforce Flow – Part 49 (Don’t Let Pending Approval Requests Linger – Reassign!)

5) Getting Started with Salesforce Flow – Part 62 (Auto Assign or Remove Permission Set to Multiple Users)

6) Getting Started with Salesforce Flow – Part 122 (Auto Generate Tasks on Renewal Contracts)

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Quick Action

1) Getting Started with Salesforce Flow – Part 99 (Auto Creates a Private Chatter Group)

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Slack and Salesforce

1) Getting Started with Salesforce Flow – Part 147 (Post a Message to a Slack Channel using Flow)

2) Getting Started with Salesforce Flow – Part 148 (Send A Direct Slack Message Using Flow)

3) Getting Started with Salesforce Flow – Part 149 (Create A Slack Channel Using Flow)

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Custom Permissions and Custom Metadata Types

1) Getting Started with Salesforce Flow – Part 109 (Bypass Salesforce Flow for a Specific User or Profile)

2) Getting Started with Salesforce Flow – Part 114 (Profile? So Yesterday! – Auto Assign Permission Set Group to a User)

3) Getting Started with Salesforce Flow – Part 151 (Auto Create a Case From Keyword Used in Chatter)

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Deployment

1) Getting Started with Salesforce Flow – Part 73 (Distribute Flow(s) or Process(es) Using Packages)

2) Getting Started with Salesforce Flow – Part 75 (Deploy Flow(s) or Process(es) Using Workbench) 

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Quip

1) Getting Started with Salesforce Flow – Part 85 (Bye Bye Manual Work – Auto-create Quip folder, Document and, Attach it to a Record!)

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Send Custom Notification / Send Push Notification

1) Getting Started with Salesforce Flow – Part 86 (Enhance Productivity with Push Notification to Desktop or Mobile!)

 

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