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
Category: Screen Flow
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
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
Beyond Text: Exploring Image Use Cases in Salesforce Flows
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
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
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
Embed Screen Flows in Lightning Web Component
Big Idea or Enduring Question: How do you embed a screen flow within a lightning web component? Objectives: After reading this blog, you’ll be able to: Embed the screen flow inside a lightning web component Apply conditional rendering in lightning web component Use uiRecordApi to fetch the record’s field value
Verify and Standardize Salesforce Addresses with Google’s Address Validation API
Validate a Salesforce Account address and its components, standardize the address for mailing, and determine the best known geocode for it.