Big Idea or Enduring Question: How can I limit the number of records returned by the Get Records element in Salesforce Flow? Objectives: After reading this blog, you’ll be able to: Learn how to limit the number of records returned by the Get Records element. Avoid Flow errors by applying
Category: Hands-on Flow
Transform Elements Over Loops: Easily Sum or Count Items in Collections
Big Idea or Enduring Question: How can I use the transform element to easily perform operations like sum and count without using a loop? Objectives: After reading this blog, you’ll be able to: Utilize the Transform element to map and transform source data to target data. Count the number of
Use Multiple Data Sources in Transform Element to Fetch Data from Multiple Objects
Big Idea or Enduring Question: How can I bring data from multiple sources into the data source using the Transform element and then map it to the target data source? Objectives: After reading this blog, you’ll be able to: Utilize the Transform element to map and transform source data to
Transform Elements Over Loops: Create Tasks for Opportunities Without Loops
Big Idea or Enduring Question: How can I use the Transform element for data mapping and data transformation to collect data in a record collection variable and later create records? Objectives: After reading this blog, you’ll be able to: Utilize the Transform element to map and transform source data to
Transform Elements Over Loops: A Modern Method for Collecting IDs in Salesforce Flow
Big Idea or Enduring Question: How can I use the Transform element to map and transform data from one collection variable to another without using a loop? Objectives: After reading this blog, you’ll be able to: Utilize the Transform element to map and transform source data to target data Apply
Easiest Way to Find if a Record Is in the Approval Process Using Salesforce Flow
Big Idea or Enduring Question: How Do You Find Out If a Record Is in the Approval Process When Using Salesforce Flow? Objectives: After reading this blog, you’ll be able to: Work with the ProcessInstance object. Find out if a record has pending approval without using any code. Create a
Automatically Remove Unqualified Leads from Sales Engagement Cadence
Big Idea or Enduring Question: How do you automatically remove leads from a Sales Engagement Cadence when reps change their status to Unqualified? Objectives: After reading this blog, you’ll be able to: Work with the ActionCadenceTracker object to find out about a Cadence. Remove a target from a Sales Engagement
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