Beginner Flows

10) Getting Started with Salesforce Flow – Part 14 (Enhance Productivity by Uploading Files Directly from a Flow!)

11) Getting Started with Salesforce Flow – Part 15 (Learn About the New, Built-in, Debug Tool in the Flow Builder!)

12) Getting Started with Salesforce Flow – Part 46 (Is Your Chatter Group Data Clean? No? Use Flow to Do So!)

13) Getting Started with Salesforce Flow – Part 47 (Mass Transfer Chatter Files)

14) Getting Started with Salesforce Flow – Part 51 (Add a Flow to a Lightning Page)

15) Getting Started with Salesforce Flow – Part 57 (Adding Validation to Flow Screen Components)

16) Getting Started with Salesforce Flow – Part 58 (Customize Previous, Next, Finish, and Pause Button Label for Screen Flow!

17) Getting Started with Salesforce Flow – Part 63 (Allow Users to Mass Transfer Records They Own) 

18) Getting Started with Salesforce Flow – Part 69 (Set a Default Value for Record Choice Set? Sure,Why Not?!)

19) Getting Started with Salesforce Flow – Part 139 (Collapsible Sections in Screen Flow) Summer22

——–——–——–——–——–

Send Email

1) Getting Started with Salesforce Flow – Part 27 (Want to Send an HTML Email from Salesforce Flow? Oh, yes! It can be done!)

2) Getting Started with Salesforce Flow – Part 82 (Send a Welcome Email with Attachments to New Users)

3) Getting Started with Salesforce Flow – Part 101 (Custom Email Notification for Completed Tasks)

——–——–——–——–——–

Login Flow

1) Getting Started with Salesforce Flow – Part 3 (Restricting Login Flows to Execute Only Once!)

2) Getting Started with Salesforce Flow – Part 17 (Want to learn how to display a notice at login? Read on!)

——————————–

Before vs After Save Flow Decision Guide

——————————–

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 141 (Find All Record-Triggered Flows for an Object)

——–——–——–——–——–

Record-Triggered Flow (Before-Save)

1) Getting Started with Salesforce Flow – Part 23 (Want the Case Owner to be the Same as Asset Owner? Here is how you can!)

2) Getting Started with Salesforce Flow – Part 29 (Auto Select Automatically follow records that I create Checkbox)

3) Getting Started with Salesforce Flow – Part 80 (Auto-update Chatter Email Settings)

4) Getting Started with Salesforce Flow – Part 90 (Automatically Assign Pricebook Based on Opportunity Record Type)

5) Getting Started with Salesforce Flow – Part 116 (Discover How to Auto Populate Delegated Approver Field on a New User Record!)

6) Getting Started with Salesforce Flow – Part 123 (Flow Formula to Standardize Opportunity Name)

7) Getting Started with Salesforce Flow – Part 137 (Conditionally Change Color of Text Field Values in Salesforce)

——–——–——–——–——–

Record-Triggered Flow (After-Save)

1) Getting Started with Salesforce Flow – Part 22 (Auto Sync Accepted Quote with Opportunity)

2) Getting Started with Salesforce Flow – Part 24 (Automatically Assign Permission Sets to New User)

3) Getting Started with Salesforce Flow – Part 34 (Post Opportunity Details to a Chatter Group)

4) Getting Started with Salesforce Flow – Part 37 (Auto Remove Followers From Closed Opportunity)

5) Getting Started with Salesforce Flow – Part 52 (Salesforce Flow Game Changer For Salesforce Admins and Developers)

6) Getting Started with Salesforce Flow – Part 64 (Upskill on Flow – Learn How to Use DOESN’T CONTAINS Operator – and Show-Off!)

7) Getting Started with Salesforce Flow – Part 89 (Auto Create and Activate a Contract)

8) Getting Started with Salesforce Flow – Part 94 (Map Lead Source to Account Source During Lead Conversion)

9) Getting Started with Salesforce Flow – Part 103 (Auto Assign Package License to New Users)

10) Getting Started with Salesforce Flow – Part 104 (Auto Remove Managed Package License from a Deactivated User!)

11) Getting Started with Salesforce Flow – Part 106 (Automatically Add Products to New Opportunity)

12) Getting Started with Salesforce Flow – Part 107 (Automatically Clone a Record if it Meets Certain Criteria)

13) Getting Started with Salesforce Flow – Part 110 (Define Additional Conditions When Updating Records)

14) Getting Started with Salesforce Flow – Part 113 (Update Related Quotes to Denied Except for the One That Was Accepted)

15) Getting Started with Salesforce Flow – Part 127 (Automatically Create a Record from a Flow)

16) Getting Started with Salesforce Flow – Part 142 (Auto Create a Public Group For New Account)

 

——–——–——–——–——–

Record-Triggered Flow – Prior Value

1) Getting Started with Salesforce Flow – Part 33 (Prior Value of a Record in Record-Triggered Flows)

——–——–——–——–——–

Record-Triggered Flow – Scheduled Paths

1) Getting Started with Salesforce Flow – Part 36 (Automatically Add New Users to a Chatter Group)

2) Getting Started with Salesforce Flow – Part 98 (Auto Delete System Generated Chatter Posts)

3) Getting Started with Salesforce Flow – Part 111 (Adding a Time-dependent Action to Record-Triggered Flow)

——–——–——–——–——–

Schedule-Triggered Flow

1) Getting Started with Salesforce Flow – Part 6 (A Christmas Present – Schedule an Autolaunch Flow!)

2) Getting Started with Salesforce Flow – Part 25 (Email Notification on Password Expiration)

3) Getting Started with Salesforce Flow – Part 92 (Auto Freeze Users Account)

——–——–——–——–——–

Submit For Approval

1) Getting Started with Salesforce Flow – Part 31 (Auto Submit Record into Approval Process with Flow)

——–——–——–——–——–

Deployment

1) Getting Started with Salesforce Flow – Part 72 (Deploy Flow(s) or Process(es) Using Change Sets)

 

Have feedback, suggestions for posts, or need more information about Salesforce online training offered by me? Say hello, and leave a message!

How to Debug a Salesforce Flow as Another User

Big Idea or Enduring Question: How to debug a Salesforce Flow as Another User? Objectives: After reading this blog, you’ll be able to:  Debug a Screen Flow as another user Debug an Autolaunched Flow as another user Debug a Record-Triggered Flow as another user Debug a Platform Event-Triggered Flow as

Read More

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

Read More

Salesforce Flow Naming Conventions

As a declarative programmer, you always want to create clean flows where naming has to be appropriate so that any other programmer can find it easier to read the flow and understand.  Now, this may seem meaningless to you but think about a situation where you are investigating a flow

Read More

Deploy Flow(s) or Process(es) Using Workbench

Big Idea or Enduring Question: How do you deploy Flows using Workbench?   Objectives: After reading this blog post, the reader will be able to: Understand how to use Workbench to retrieve change set Understand how to use Workbench to deploy flows Understand how to use Workbench to deploy any components  Deploy components to

Read More

Deploy Flow(s) or Process(es) Using the Visual Studio Code

Big Idea or Enduring Question: How do you deploy Flows or Processes using the Visual Studio Code?   Objectives: After reading this blog post, the reader will be able to: Understand how to use the Visual Studio Code to deploy flows Understand how to use the Visual Studio Code to

Read More

Distribute Flow(s) or Process(es) Using Packages

Big Idea or Enduring Question: How do you deploy Flows or Processes using the Packages?   Objectives: After reading this blog post, the reader will be able to: Understand how to use packages to deploy flows Understand how to use packages to deploy processes Deploy components to any org using packages Business Use Case

Read More

Deploy Flow(s) or Process(es) Using Change Sets

Big Idea or Enduring Question: How do you deploy Flows or Processes using the Change Sets?   Objectives: After reading this blog post, the reader will be able to: Understand how to use change sets to deploy flows Understand how to use change sets to deploy processes Deploy change sets from sandbox to production

Read More