Big Idea or Enduring Question: How to debug a Salesforce Flow as Another User? Objectives: After reading this blog, you’ll be able to: Debug a Screen Flow as another user Debug an Autolaunched Flow as another user Debug a Record-Triggered Flow as another user Debug a Platform Event-Triggered Flow as
Category: Before-Save Flow
Verify who Created or Last Modified a Flow
Big Idea or Enduring Question: How do you find who Created or Last Modified a Flow? Objectives: After reading this blog, you’ll be able to: Understand how to find who created or Last Modified a Flow? Understand Flow related metadata objects Business Use case Cathal Murtagh is working as a
Automatically Assign Pricebook Based on Opportunity Record Type
Big Idea or Enduring Question: A Price Book is a book in which the prices of products are listed. Currently, business users have to select a price book as soon as an opportunity is created. In this article, let’s check out a way to auto-assign a Price book based on the
Ever Wonder What is a Per Object – Per Type Record-Triggered Flow 🤔?
This is a continuation of my last article Salesforce Flow Design Patterns – from Fundamentals to Mastery. In my previous article, I discussed various best practices and design considerations when it comes to building an efficient Flow. This article goes a step further and explains how a user can create, and
Auto update Chatter Email Settings Using Salesforce Flow
Big Idea or Enduring Question: Chatter is a great way to boost collaboration in your organization. Users can post a status, links, files, and comments on other’s posts. We can also add users to chatter groups. Chatter can email you every time someone follows you, posts to your profile or
Salesforce Flow Naming Conventions
As a declarative programmer, you always want to create clean flows where naming has to be appropriate so that any other programmer can find it easier to read the flow and understand. Now, this may seem meaningless to you but think about a situation where you are investigating a flow
Running Lead Assignment Rules From Salesforce Flow
To understand how to solve the same business use case using Process Builder. Check out this article Getting Started with Process Builder – Part 49 (Running Lead Assignment Rules From Process Builder). Big Idea or Enduring Question: How do you run the lead assignment rule from the Salesforce flow? Lead
Salesforce Flow Design Patterns – from Fundamentals to Mastery
Salesforce Flow is like a double-edge sword – on the one hand, it is one of the most powerful tools provided by Salesforce to implement business automation declaratively; on the other hand, if one implements Salesforce Flow sloppily then, it may turn into a nightmare by flashing errors like SOQL