Intermediate Flows

These articles will help you to expand your knowledge of Salesforce Flow. Use the following articles to learn about popular flow formulas, dynamic approvals, various data and logic elements, improving flow performance through custom metadata types, various deployment methods, and much more!

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Screen Flow

1) Getting Started with Salesforce Flow – Part 9 (Use an Inline Visualforce Page to auto-launch a Flow)

2) Getting Started with Salesforce Flow – Part 13 (Hide Date Picker and apply Font-family)

3) Getting Started with  Salesforce Flow – Part 16 (Take Flow to the Next Level with Stages!)

4) Getting Started with Salesforce Flow – Part 28 (Have a File Upload Component and Other Details on a Single Screen? Really? Wow!)

5) Getting Started with Salesforce Flow – Part 41 (Create a Survey Using Flow? Why Not?!)

6) Getting Started with Salesforce Flow – Part 42 (Running a Flow in System Mode)

7) Getting Started with Salesforce Flow – Part 48 (Add a Topic to Multiple Records) ^{Flow Bulkification}

8) Getting Started with Salesforce Flow – Part 55 (Add or Remove Followers to a Record with the Help of Salesforce Flow)

9) Getting Started with Salesforce Flow – Part 56 (Merge Chatter Topics with the Help of Salesforce Flow)

10) Getting Started with Salesforce Flow – Part 59 (Clone a Chatter Group with Members)

11) Getting Started with Salesforce Flow – Part 60 (Allow Anyone to Add or Remove User into Public Group or Queue)

12) Getting Started with Salesforce Flow – Part 68 (Configure a Record Link Dynamically in Flow)

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Send Email

1) Getting Started with Salesforce Flow – Part 117 (Email Notification on Topic Assignment)

2) Getting Started with Salesforce Flow – Part 118 (Email Notification for Draft Emails in Case Feed)

3) Getting Started with Salesforce Flow – Part 125 (Notify Opportunity Owner when a Survey Response is Received)

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Salesforce Survey

1) Getting Started with Salesforce Flow – Part 124 (Send Salesforce Survey Without Code)

 

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Post to Chatter

1) Getting Started with Salesforce Flow – Part 119 (Auto Post a Message to Chatter When an Event is Created)

1) Getting Started with Salesforce Flow – Part 120 (@Mention a Related User In a Post to Chatter Action)

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Login Flow

1) Getting Started with Salesforce Flow – Part 18 (Want to Secure Your Org? Use Login Flow to configure Two Factor Authentication!)

2) Getting Started with Salesforce Flow – Part 19 (Unconventional application of Two-factor Authentication!)

3) Getting Started with Salesforce Flow – Part 160 (Limit the Number of Concurrent Sessions in Salesforce)

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Before vs After Save Flow Decision Guide

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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 79 (Salesforce Flow Naming Conventions)

3) Getting Started with Salesforce Flow – Part 83 (Learn How to Designate a Recipient to Receive Error Emails)

4) Getting Started with Salesforce Flow – Part 87 (Mass Delete Paused and Failed Flow Interviews)

5) Getting Started with Salesforce Flow – Part 91 (Verify who Created or Last Modified a Flow)

6) Getting Started with Salesforce Flow – Part 95 (How to Debug a Salesforce Flow as Another User)

7) Getting Started with Salesforce Flow – Part 112 (An Introduction to Version Control for Salesforce Flow)

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Record-Triggered Flow (Before-Save)

1) Getting Started with Salesforce Flow – Part 21 (Validation Rule using a before-save Flow? Yes!)

2) Getting Started with Salesforce Flow – Part 43 (Dynamic Approval Routing in Salesforce)

3) Getting Started with Salesforce Flow – Part 163 (Recipes for Automating Chatter Group Management)

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Record-Triggered Flow (After-Save)

1) Getting Started with Salesforce Flow – Part 26 (Automatically Add a Record to Chatter Group)

2) Getting Started with Salesforce Flow – Part 54 (Auto-follow a Chatter Question After Reply)

3) Getting Started with Salesforce Flow – Part 65 (Auto Follow Record Based on Criteria)

4) Getting Started with Salesforce Flow – Part 66 (Auto Unfollow Record Based on Criteria)

5) Getting Started with Salesforce Flow – Part 70 (Creating Custom Record Sharing Logic)

6) Getting Started with Salesforce Flow – Part 78 (Auto Forward Records to a Connection)

7) Getting Started with Salesforce Flow – Part 84 (Auto-generate Renewal Opportunity With Line Items)

8) Getting Started with Salesforce Flow – Part 88 (Auto Revenue Splitting in Opportunities)

9) Getting Started with Salesforce Flow – Part 100 (Auto Invite Customers to a Chatter Group)

10) Getting Started with Salesforce Flow – Part 102 (Automatically Add Partner User to Public Group)

11) Getting Started with Salesforce Flow – Part 105 (Update the Case Status Through Email-to-Case Response)

12) Getting Started with Salesforce Flow – Part 108 (Working with Polymorphic Relationship in Salesforce Flow)

13) Getting Started with Salesforce Flow – Part 115 (Automatically Create Cases from Unresolved Chatter Questions)

14) Getting Started with Salesforce Flow – Part 121 (Auto Assign a Topic to a Record)

15) Getting Started with Salesforce Flow – Part 128 (Need to Auto Add Opportunity Contact Role to an Opportunity? Read on!)

16) Getting Started with Salesforce Flow – Part 129 (What say? Send an Opportunity Approval Request to a Queue? Really?)

17) Getting Started with Salesforce Flow – Part 130 (Auto Share Events from a Shared Calendar)

18) Getting Started with Salesforce Flow – Part 131 (Automatically Add an Invitee to an Event)

19) Getting Started with Salesforce Flow – Part 144 (Auto Remove a Record From Chatter Groups)

43) Getting Started with Salesforce Flow – Part 125 (Notify Opportunity Owner when a Survey Response is Received)

44) Getting Started with Salesforce Flow – Part 150(Auto Add Member to New User’s Default Account Team)

45) Getting Started with Salesforce Flow – Part 153 (Auto Add Opportunity Team Member to Opportunity Follower)

46) Getting Started with Salesforce Flow – Part 158 (Automatically Add New User to Public Group or Queue)

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Subflow

1) Getting Started with Salesforce Flow – Part 159 (Set Your Productivity on Steroids by Creating Subflows)

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Record-Triggered Flow – Scheduled Paths

1) Getting Started with Salesforce Flow – Part 32 (Preschedule Chatter Posts)

2) Getting Started with Salesforce Flow – Part 40 (Email-to-Lead with the Help of Salesforce Flow)

3) Getting Started with Salesforce Flow – Part 50 (Welcome New Users by Default – Auto Follow them in Chatter!)

4) Getting Started with Salesforce Flow – Part 132 (Auto Add Chatter Group Members to Public Group!)

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Schedule-Triggered Flow

1) Getting Started with Salesforce Flow – Part 30 (Reminder Email to Upload Chatter Profile Photo)

2) Getting Started with Salesforce Flow – Part 38 (Reminder For Chatter Group Pending Membership Requests)

3) Getting Started with Salesforce Flow – Part 45 (Click and Join a Chatter Group)

4) Getting Started with Salesforce Flow – Part 49 (Don’t Let Pending Approval Requests Linger – Reassign!)

5) Getting Started with Salesforce Flow – Part 62 (Auto Assign or Remove Permission Set to Multiple Users)

6) Getting Started with Salesforce Flow – Part 122 (Auto Generate Tasks on Renewal Contracts)

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Quick Action

1) Getting Started with Salesforce Flow – Part 99 (Auto Creates a Private Chatter Group)

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Slack and Salesforce

1) Getting Started with Salesforce Flow – Part 147 (Post a Message to a Slack Channel using Flow)

2) Getting Started with Salesforce Flow – Part 148 (Send A Direct Slack Message Using Flow)

3) Getting Started with Salesforce Flow – Part 149 (Create A Slack Channel Using Flow)

4) Getting Started with Salesforce Flow – Part 166 (Archive A Slack Channel Using Flow)

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Custom Permissions and Custom Metadata Types

1) Getting Started with Salesforce Flow – Part 109 (Bypass Salesforce Flow for a Specific User or Profile)

2) Getting Started with Salesforce Flow – Part 114 (Profile? So Yesterday! – Auto Assign Permission Set Group to a User)

3) Getting Started with Salesforce Flow – Part 151 (Auto Create a Case From Keyword Used in Chatter)

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Deployment

1) Getting Started with Salesforce Flow – Part 73 (Distribute Flow(s) or Process(es) Using Packages)

2) Getting Started with Salesforce Flow – Part 75 (Deploy Flow(s) or Process(es) Using Workbench) 

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Quip

1) Getting Started with Salesforce Flow – Part 85 (Bye Bye Manual Work – Auto-create Quip folder, Document and, Attach it to a Record!)

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Send Custom Notification / Send Push Notification

1) Getting Started with Salesforce Flow – Part 86 (Enhance Productivity with Push Notification to Desktop or Mobile!)