Big Idea or Enduring Question: How do you automatically add an Opportunity Contact Role to an Opportunity? Objectives: After reading this blog, you’ll be able to: Understand opportunity contact role Avoid hard code of Id using the get records element Use decision element to check record values Auto-create a record using
Tag: Automated Process
A Christmas Present – Schedule an Autolaunch Flow!
Let us continue with my Salesforce Flow, ‘Getting Started’, series. We discussed how different types of Flows enable you to minimize code usage. Until the Winter’20 release, Scheduling Autolaunched Flows was out-of-scope. No more! As we all know, before the Winter’20 release, autolaunched Flows could only be launched using Process Builder or Apex. But, that was before! Let
Dynamic Flow Screen – What is Not to Love?
Let us continue with my Salesforce Flow, ‘Getting Started’, series. A few months ago, I published an article to help you better understand Flow screen elements by taking a real-time example. In that blog, we discussed how to create a static Flow screen – A Static Flow screen always displays