Big Idea or Enduring Question: How can I display a progress path in a Screen Flow to indicate the progress of a form? Objectives: After reading this blog, you’ll be able to: Create a Lightning Web Component to show a progress path in Screen Flow Add and configure a custom
Category: Salesforce Flow
Launch a Flow from CRM Analytics Dashboard Text Widget
Big Idea or Enduring Question: How to Launch a Salesforce Flow from a CRM Analytics Dashboard? Objectives: After reading this blog, you’ll be able to: Launch screen flows from CRM Analytics dashboards Pass values to flow variables from CRM Analytics dashboards And much more Business Use case Janel Parrish is working
Sending an Outbound Message from a Flow in Salesforce
Big Idea or Enduring Question: How to send an Outbound Message from Salesforce using Salesforce Flow? Objectives: After reading this blog, you’ll be able to: Understand what an outbound message is Understand the need for an outbound message when Salesforce Flow supports HTTPS callouts Configure an outbound message for a
Information Gathering in Flows and Beyond: Enabling Power Users to Conduct Inspections
As an ISV on the Salesforce AppExchange, SharinPix has completed hundreds of inspection implementations where end users need to be enabled to collect information in the field. In this blog post, we’ll discuss options for your ideal inspection implementation and how a partner can help ensure that it meets your
Easiest Way to Make Screen Component Read Only
Big Idea or Enduring Question: How to make the screen component read-only? Objectives: After reading this blog, you’ll be able to: Make the Date screen component read-only and display today’s date. Make the Text screen component read-only and display the logged-in user’s email. And much more What is Read Only
Choose Running User for Platform Event-Triggered Flows
Big Idea or Enduring Question: How can you execute flows triggered by platform events for different users? Objectives: After reading this blog, you will understand: What Platform Events are How to configure the running user for platform event-triggered flows And much more What is Platform Events? Event-driven architectures have become
Automatically Refresh Your Salesforce Dashboard Every Hour or Minute
Big Idea or Enduring Question: How can you leverage Salesforce Reports and Dashboards REST API to automatically refresh a dashboard every hour or every minute in Salesforce using Salesforce Flow? Objectives: After reading this blog, you’ll be able to: Create a Connected App and Auth Provider. Create Named Credentials for
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