Recipes for Automating Chatter Group Management

Big Idea or Enduring Question: How to use record-triggered flow to automate common chatter group management works to improve productivity?  Objectives: Chatter Group is one of the great ways to boost collaboration in your organization. A Chatter group represents a group of users – one can add unlimited members to

Read More

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

Read More

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

Read More

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

Read More

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

Read More

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

Read More

Advanced Flows

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

Have questions? Join office hours

Join Automation Champion on Slack!

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)

——————————–

Before vs After Save Flow Decision Guide

——————————–

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)

8) Getting Started with Salesforce Flow – Part 161 (Work With Aggregate Functions in Salesforce Flow)

9) Getting Started with Salesforce Flow – Part 164 (Just Say NO to Hard-Coded ID)

 

——–——–——–——–

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)

——–——–——–——–

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) 

8) Getting Started with Salesforce Flow – Part 165 (Implement Gamification to Your Salesforce)

——–——–——–——–

Record-Triggered Flow – Scheduled Paths

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

——–——–——–——–

Schedule-Triggered Flow

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

——–——–——–——–

Deployment

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

——–——–——–——–

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

 

Have feedback, suggestions for posts, or need more information about Salesforce online training offered by me? Say hello, and leave a message!