Do you know the full extent of the image features you can implement into a Salesforce flow? We’ve completed more than 600 implementations on top of Salesforce, for photo use cases which, more often than not, are using flows. We are very happy to share some of those capabilities with
Category: Salesforce Flow
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
Never Miss a Beat: Notifications for Prospect Removal in Sales Engagement Cadence
Big Idea or Enduring Question: How do you notify the lead owner when someone removes a lead from the Sales Engagement Cadence? Objectives: After reading this blog, you’ll be able to: Understand the Change Data Capture Understand ActionCadenceTracker object Subscribe to Change Events Using an Apex Trigger Call an Autolaunched
Automatically Assign New Leads to a Sales Engagement Cadence
Big Idea or Enduring Question: How do you automatically assign newly-created leads to a Sales Engagement Cadence? Objectives: After reading this blog, you’ll be able to: Work with the ActionCadence object to find out about a Cadence. Assign a Sales Engagement Cadence to a lead or contact. And much more.
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
Run Schedule-Triggered Flow at Flexible Repeat Intervals
Big Idea or Enduring Question: How do you run schedule-triggered or autolaunched flow at flexible repeat intervals? Objectives: After reading this blog, you’ll be able to: Run a Schedule-Triggered Flow in regular intervals (for example, every 15 minutes, Hourly, Every four hours, etc.) Run a Schedule-Triggered Flow only on weekends.
Custom Validations Using Record-Triggered Flows
Big Idea or Enduring Question: How do you write a validation rule using before-save record-triggered flow without creating extra metadata? Objectives: After reading this blog, you’ll be able to: Understand validation rule User record-triggered before-save flow to create a validation rule Show the error message at the Top of the
Display Custom Error Messages for Record-Triggered Flows
Big Idea or Enduring Question: How can one present a customized error message(s) when record-triggered flow fails and prevent users from saving a record? Objectives: After reading this blog, you’ll be able to: Understand the recently introduced Custom Error element. Display a custom error message for record-triggered before-save flow. Display