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Category: Salesforce Flow
Salesforce Flow Office Hours
Join My Weekly Salesforce Flow Office Hours!
Are you looking to enhance your Salesforce Flow skills or seeking guidance to overcome challenges in your projects? I’m excited to invite you to my Salesforce Flow Office Hours!
These are weekly 30-minute sessions held every Wednesday at 3:00 PM US Central Time over Zoom. Whether you’re tackling complex flows or just getting started, this is a great opportunity to ask questions, gain insights, and refine your Flow expertise.
Why should you join?
These sessions are ideal for anyone who has a basic understanding of Salesforce Flow and is eager to take their skills to the next level. If you’re working on mastering advanced designs, troubleshooting issues, or exploring new use cases, these sessions are perfect for you.
What We Can Cover
Here are just a few examples of how I can help you during these sessions:
- Clarifying complex concepts that seem confusing.
- Troubleshooting issues with a flow you’re building and getting you unstuck.
- Exploring different use cases to better understand the potential of Salesforce Flow.
- Reviewing and optimizing the flows in your current projects.
- Discussing strategies, best practices, or simply geeking out about Flow!
Remember, the sky’s the limit—feel free to bring any questions or topics related to Salesforce Flow!
How Do You join?
📆 Every Wednesday
⏰ 03:00 – 03:30 PM US Central Time
Come and join other trailblazers! Hear and learn from others, share your knowledge, and build connections within the Salesforce community. I’m looking forward to seeing you there!
Cancellations
Sometimes I may not be able to hold office hours due to holidays, family commitments, or other reasons. Below are the dates when sessions will not be held:
- February 12, 2025
- February 26, 2025
- March 5, 2025
- June 18, 2025
- July 3, 2025
- November 5, 2025
- November 12, 2025
- November 26, 2025
- December 24, 2025
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
Auto Create and Activate a Contract
Big Idea or Enduring Question: How do you create and activate a contract using Salesforce Flow? Objectives: After reading this blog post, the reader will be able to: Use After-save Record-Triggered Flow to create a draft contract Use a Decision element to check field values Use the Update Records element to
Auto Revenue Splitting in Opportunities
How do you automatically split revenue using Lightning Flow or Process Builder?
Mass Delete Paused and Failed Flow Interviews
Big Idea or Enduring Question: In this article Scheduled actions, I had discussed how to add a Time-based action into a Process. I also discussed a way to check the Paused and Failed Interviews in the Flow and Process Builder, by navigating to Setup | Paused Flow Interviews as shown in the following
Enhance Productivity with Push Notification to Desktop or Mobile!
You may be thinking, what am I so excited about the Salesforce recent release? Well, let me count the reasons! However, one of the reasons, that stands out the most is, enhancements related to Salesforce Flow – Oh, yes! you got that right. Let me start with a few examples: