Automatically Add an Invitee to an Event

Big Idea or Enduring Question: How do you automatically share events with an invitee when shared activities is enabled? This is a continuation of my last article Auto share events from a shared Calendar. In my previous article, I had discussed a use case, whenever an event is created without populating

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Need to Auto Add Opportunity Contact Role to an Opportunity? Read on!

Big Idea or Enduring Question: How do you automatically add an Opportunity Contact Role to an Opportunity?  Objectives: After reading this blog, you’ll be able to:  Understand opportunity contact role Avoid hard code of Id using the get records element  Use decision element to check record values Auto-create a record using

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Automatically Create a Record from a Flow

Big Idea or Enduring Question: How do you automatically create a record using Salesforce Flow? Objectives: After reading this blog, you’ll be able to:  Understand the basic components of Salesforce Flow Learn how to auto-create a record using Salesforce Flow Business Use case Corey Eridon is working as a System

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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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Auto Generate Tasks on Renewal Contracts

Big Idea or Enduring Question: How do you generate tasks if contracts are up for renewal in 30 days? Objectives: After reading this blog, you’ll be able to:  Create optimized scheduled-triggered flow Use formulas (date, concatenation) in salesforce flow Use scheduled-triggered flow to automatically generate tasks for renewal contracts   

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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!) 

6) Getting Started with Salesforce Flow – Part 140 (How to Get Salesforce Org Base URL in Flow)

7) Getting Started with Salesforce Flow – Part 162 (Display Records Data in a Table Using DataTable)

8) Getting Started with Salesforce Flow – Part 167 (Select Multiple Records in the Lookup Component)

9) Getting Started with Salesforce Flow – Part 169 (Create Lookup with Dynamic Forms for 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)

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)

 

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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) 

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

9) Getting Started with Salesforce Flow – Part 170 (Add Chatter Followers to Record)

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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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