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!

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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)

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

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

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

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

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

31) Getting Started with Salesforce Flow – Part 61 (Clone a Public Group or Queue with Members)

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

33) Getting Started with Salesforce Flow – Part 67 (Hurray! Parsing a Multi-Select Picklist is Trouble No More! Phew!) 

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

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

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

37) Getting Started with Salesforce Flow – Part 140 (How to Get Salesforce Org Base URL in 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!)

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)

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

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


Salesforce Survey

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


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)


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)

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

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

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

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

9) 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 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 34 (Post Opportunity Details to a Chatter Group)

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

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

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

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

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

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

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

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

14) Getting Started with Salesforce Flow – Part 71 (Now, Generating a Quote PDF is a breeze! Learn how!)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

37) Getting Started with Salesforce Flow – Part 138 (Remove Rich Text Formatting Using Flow)

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

39) Getting Started with Salesforce Flow – Part 143 (Query Records by List of Ids in Flow)

 

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 32 (Preschedule Chatter Posts)

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

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

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

5) Getting Started with Salesforce Flow – Part 77 (Running Lead Assignment Rules From Salesforce Flow)

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

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

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


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!)

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

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

9) Getting Started with Salesforce Flow – Part 93 (Skip Scheduled Flow on Weekends and Holidays)

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

 

Quick Action

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

 

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 76 (Salesforce Flow Design Patterns – from Fundamentals to Mastery)

3) Getting Started with Salesforce Flow – Part 79 (Salesforce Flow Naming Conventions)

4) Getting Started with Salesforce Flow – Part 81 (Ever Wonder What is a Per Object – Per Type Record-Triggered Flow 🤔? ))

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

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

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

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

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

10) Getting Started with Salesforce Flow – Part 141 (Find All Record-Triggered Flows for an Object)

 

Error Handling

1) Getting Started with Salesforce Flow – Part 133 (How to Fix MIXED DML Operation Error)

2) Getting Started with Salesforce Flow – Part 134 (How to Fix FIELD_CUSTOM_VALIDATION_EXCEPTION Error)

3) Getting Started with Salesforce Flow – Part 135 (How to Fix FIELD_INTEGRITY_EXCEPTION Error)

4) Getting Started with Salesforce Flow – Part 136 (How to Fix MALFORMED_ID Error)


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)

 

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)

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

3) Getting Started with Salesforce Flow – Part 74 (Deploy Flow(s) or Process(es) Using the Visual Studio Code)

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


Quip

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


Send Custom Notification / Send Push Notification

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

 

Advanced Flows (Old Visual Workflow)

  1. Add Record to Multiple Chatter Groups – Parsing Multi-Select Picklist fields (Flow)
  2. Parsing Dynamic choice Multi-Select Picklist fields (Flow) – Reusable component
Have feedback, suggestions for posts, or need more information about Salesforce online training offered by me? Say hello, and leave a message!

79 thoughts on “Learning Flow

  1. Hello sir,

    I have a scenario:
    After entering account details,Create a button on that screen say Create Task,If pressed on that button take to next screen of task page else close the current screen if that button is not pressed.

    Thankyou.

  2. i have senario where from Case object i want to call a custom button that calls an action for api or eamil .
    Can we achive it using flow??

  3. Hi, I have a question.
    In regards to using scheduled flow. When I add records to a record collection variable and use it in a autolaunched
    Is there any way I can extract the fields used in the collection to individual variables again?

  4. Hi Rakesh,
    I was looking for an example for sending recurring email with flow/process builder. I have a date field(Term Start date) on a custom object and want to send email notification to the owner every 7 days starting from the Term start date until a checkbox field (PO Received) is checked. Can we achieve this with flow/process builder? Or is Apex scheduler the only option. Any help is appreciated.

  5. Rakesh – Sorry, I should have followed up. The issue was with a value not being defined in the Flow during the Create Record and it is working now. Thanks again for all of the wonderful examples.

  6. I built a Screen Flow to create a Lead and then run the Lead Assignment rules to get it routed if the Lead Owner is not specified in the Flow screen. Everything is working except for the Lead Assignment. I used the code you posted for Process Builder Part 49 to create the Apex Class and Test to run the Lead Assignments, and the last step in my Flow is an Action to call the Apex Class and pass it the Lead Id from the newly created record. No matter what I have tried, the Lead will not follow the assignment rules and just leaves the Lead Owner as the user who created the Lead. Suggestions?
    Also, thank you for all the posts you have done as this has really help me learn Flow!

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