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
Category: Salesforce Flow
Auto Share Events from a Shared Calendar
Big Idea or Enduring Question: How do you automatically share events from a shared calendar when both WhatId and WhoId are null? Calendars can do much more than ensure you are on time for meetings. They can be a central location for project and event materials and knowledge, inform best
What say? Send an Opportunity Approval Request to a Queue? Really?
Big Idea or Enduring Question: How do you send an opportunity / Quote / Account approval request to a queue? Objectives: After reading this blog, you’ll be able to: Understand what a Queue is. Use filters and conditions to design a process. Understand the Submit for approval action in Salesforce
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
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
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
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
Advanced Flows
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Screen Flow
1) Getting Started with Salesforce Flow – Part 4 (Need to Redirect a User to a New Record?)
4) Getting Started with Salesforce Flow – Part 61 (Clone a Public Group or Queue with Members)
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
3) Getting Started with Salesforce Flow – Part 79 (Salesforce Flow Naming Conventions)
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
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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
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Advanced Flows (Old Visual Workflow)
- Add Record to Multiple Chatter Groups – Parsing Multi-Select Picklist fields (Flow)
- Parsing Dynamic choice Multi-Select Picklist fields (Flow) – Reusable component

