Learning Flow

Learning Flow

This series will help you understand Salesforce Flow (Lightning Flow or Visual Workflow) aka Flow concepts in depth. Salesforce Flow allows you to automate business processes by building applications, known as Flows, that collect, update, edit, and create Salesforce information, and then make those flows available to the right users or systems. Flows can execute logic, interact with the Salesforce database, call Apex classes, and guide users through screens for collecting and updating data. When you use Salesforce Flow, the apps you build can guide users through complex processes and recommend the next steps. Salesforce Flow lets users cut through the data and get the results and answers they need. Companies that are using Salesforce Flow report seeing dramatic improvements in user adoption, collaboration, and productivity!

Screen Flow

1) Want to be an Early Adopter of the New Flow Builder? Welcome Aboard!

2) Getting Started with Salesforce Flow – Part 1 (Understand, Create & Use Variables in Flow!)

3) Getting Started with Salesforce Flow – Part 2 (Do You Know How Screen Element Bestows Power on Flow Builder?!)

4) Getting Started with Salesforce Flow – Part 4 (Need to Redirect a User to a New Record?)

5) Getting Started with Salesforce Flow – Part 5 (Dynamic Flow Screen – What is Not to Love?)

6) Getting Started with Salesforce Flow – Part 7 (Launch a Flow using Lightning App)

7) Getting Started with Salesforce Flow – Part 8 (Send an HTML email from Flow)

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

9) Getting Started with Salesforce Flow – Part 10 (Launch a Flow from an Object-Specific Action)

10) Getting Started with Salesforce Flow – Part 11 (Count Number of records in a Record Collection Variable)

11) Getting Started with Salesforce Flow – Part 12 (What? Use Lookup Field into a Flow Screen Element?!!)

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

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

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

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

16) Getting Started with Salesforce Flow – Part 20 (Populate Campaign Members from Opportunities based on Opportunity Stage Name)

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

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

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

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

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

22) Getting Started with Salesforce Flow – Part 48 (Add a Topic to Multiple Records) Flow Bulkification

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

24) Getting Started with Salesforce Flow – Part 53 (Clone a User with their associated Public Group, Queue Membership, and Permission Sets)

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

 

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!) Spring21

 

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!)

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

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

 

Before vs After Save Flow Decision Guide


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 23 (Want the Case Owner to be the Same as Asset Owner? Here is how you can!)

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

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


Record-Triggered Flow (After-Save)

1) Getting Started with Salesforce Flow – Part 44 (Auto Convert Marketing Qualified Leads)

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

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

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

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

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

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

8) Getting Started with Salesforce Flow – Part 39 (Out of Office Notification For Chatter Post)

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

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

 

Record-Triggered Flow – Prior Value

1) Getting Started with Salesforce Flow – Part 33 (Prior Value of a Record in Record-Triggered Flows) Spring21

 

Record-Triggered Flow – Scheduled Paths

1) Getting Started with Salesforce Flow – Part 32 (Preschedule Chatter Posts) Spring21

2) Getting Started with Salesforce Flow – Part 36 (Automatically Add New Users to a Chatter Group) Spring21

3) Getting Started with Salesforce Flow – Part 40 (Email-to-Lead with the Help of Salesforce Flow) Spring21

4) Getting Started with Salesforce Flow – Part 50 (Welcome New Users by Default – Auto Follow them in Chatter!) Spring21


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 30 (Reminder Email to Upload Chatter Profile Photo)

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

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

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

 

General Topics

1) Getting Started with Salesforce Flow – Part 35 (When to Use Before-Save vs After-Save Record-Triggered Flows) Decision Guide 

3) Getting Started with Process Builder – Part 44 (Deploy Flow(s) or Process(es) Using Change Sets)

4) Getting Started with Process Builder – Part 45 (Distribute Flow(s) or Process(es) Using Packages)

5) Getting Started with Process Builder – Part 46 (Deploy Flow(s) or Process(es) Using the Force.com IDE)

6) Getting Started with Process Builder – Part 68 (Deploy Flow(s) or Process(es) Using MavensMate) 


Autolaunched Flow (No Trigger)

1) Getting Started with Process Builder – Part 5 (Keep Case Owner in Sync with Asset Owner )

2) Getting Started with Process Builder – Part 8 (Auto Sync Accepted Quote with Opportunity)

3) Getting Started with Process Builder – Part 10 (Auto forward Records to a Connection)

4) Getting Started with Process Builder – Part 12 (Implement Gamification to Your Salesforce)

5) Getting Started with Process Builder – Part 16 (Creating Custom Record Sharing Logic)

6) Getting Started with Process Builder – Part 17 (Auto Delete System Generated Chatter Post)  

7) Getting Started with Process Builder – Part 19 (Automatically Add New User to Public Group or Queue)

8) Getting Started with Process Builder – Part 20 (Add Chatter Followers to Record)

9) Getting Started with Process Builder – Part 22 (Discover How to Auto Populate Delegated Approver Field on a New User Record!)

10) Getting Started with Process Builder – Part 26 (Email notification for Completed Tasks)

11) Getting Started with Process Builder – Part 27 (Email notification for Draft Emails in Case Feed)

12) Getting Started with Process Builder – Part 28 (Auto Freeze Users Account)

13) Getting Started with Process Builder – Part 29 (Auto Remove Followers from Questions with best replies)

14) Getting Started with Process Builder – Part 30 (Auto-generate renewal Opportunity with Line Items)

15) Getting Started with Process Builder – Part 34 (Auto delete posts generated from Quick Actions) 

16) Getting Started with Process Builder – Part 35 (Delete Chatter Messages)

17) Getting Started with Process Builder – Part 36 (Delete Chatter Conversation)

18) Getting Started with Process Builder – Part 37 (Auto-add Opportunity Team Member to Opportunity follower)

19) Getting Started with Process Builder – Part 39 (Auto-assign a topic to a record)

20) Getting Started with Process Builder – Part 41 (Email notification on TopicAssignment)

21) Getting Started with Process Builder – Part 42 (Auto remove a record from Chatter Groups)

22) Getting Started with Process Builder – Part 43 (Auto Assign package license to New user)

23) Getting Started with Process Builder – Part 48 (Conditionally make a field read-only or editable)

24) Getting Started with Process Builder – Part 51 (Auto Invite Customers to Chatter)

25) Getting Started with Process Builder – Part 55 (Post to Chatter Feed of Related Record)

26) Getting Started with Process Builder – Part 56 (Auto Create a Public Group for new Account)

27) Getting Started with Process Builder – Part 57 (Automatically add Partner user to Public Group)

 

Advanced Flows (Old Visual Workflow)

  1. Merge Chatter Topics
  2. Salesforce Flow Tips and Tricks
  3. Add/Remove user into Public Group or Queue from Salesforce Mobile App
  4. Mass Transfer Records Using Salesforce1 App
  5. Clone Chatter group with members
  6. Clone Public group or Queue with members
  7. Auto Add/Remove Permission Set – Part 1
  8. Auto Add/Remove Permission Set – Part 2
  9. Auto Follow and Auto Unfollow records based on Criteria – Part 1
  10. Auto Follow and Auto Unfollow records based on Criteria – Part 2
  11. Post to Chatter by sending an email
  12. Add Record to Multiple Chatter Groups – Parsing Multi-Select Picklist fields (Flow)
  13. Parsing Dynamic choice Multi-Select Picklist fields (Flow) – Reusable component
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