Automation Champion

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  • Tag: getting Started with Flow

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

      Posted at 1:00 AM by Rakesh Gupta, on January 2, 2021

      Big Idea or Enduring Question:

      Many of us are unaware of the power of Salesforce Flow (aka Lightning Flow). It allows you to minimize the code used in your organization by using flow. It’s a tool whereby drag and drop you can build an awesome screen without writing a single line of code. You can even insert, update, Delete a record in Salesforce, all you can do without writing code even Salesforce administrator can use flow very easily.

      Business Use Case

      Warren Mason, Gurukul on Cloud (GoC) awesome System Administrator, received the following requirement – business wants to update remaining opportunities to Closed lost except for the one whose stage is just updated to Closed won for the same account.

      Automation Champion Approach (I-do):

      While this can be solved using various automation tools like Apex, etc, we will use Screen Flow. 

      Before proceeding ahead, you have to understand how account and opportunity are connected. If an opportunity has AccountId populated means, it is connected to an account.

      Before discussing the solution, let me show you a diagram of a Process Flow at a high level. Please spend a few minutes to go through the following Flow diagram and understand it. Let’s begin building this automation process.

      Guided Practice (We-do):

      There are 2 steps to solve Corey’s business requirement using After-save Record-Triggered Flow. We must: Read the rest of this entry!

      Posted in After-Save Flow, Salesforce Flow | 23 Comments | Tagged Advanced flow Training, Cloud Flow Designer Workbook, flow, Flow training, getting Started with Flow, Lightning Flow, Lightning Flow Training, New Flow, Opportunity, salesforce, Salesforce Flow, Start with Lightning Flow, Strat with Flow, Visual flow, Visual workflow
    • Spring into Top Ten Gems of Salesforce Lightning Experience Spring19 Release!

      Posted at 8:53 AM by Rakesh Gupta, on January 2, 2019

      With each new release, Lightning Experience is getting faster, quicker and easier to maintain. Spring’19 release will give you plethora of reasons to switch to Lighting Experience. 

      Migrate to avoid migraine!

      Starting October 2019, with the Winter ’20 release, Salesforce will turn on Lightning Experience for all orgs on a rolling basis. What does it mean? If you are still using Salesforce Classic user interface, you have only 9 months (Approximately, 190 Working Days) before Salesforce turns on Lightning Experience in your Org. As a result, you have limited time to plan and migrate to Lightning Experience.

      Now what? Well, you have two options: 

      1. Take advantage of the lead time – before Lightning Experience is turned on – to understand how your org’s features and customizations perform in the new interface and prepare your users via change management.
      2. Or, hmm… ugh! adopt ‘head in the sand’ approach – i.e., don’t do anything until October 2019 – and invite migraine!

      Since the choice seems like a no-brainer, what is your game plan?

      What? Don’t have one? No worries! Check out this article by Salesforce.com, Inc. The article will give you enough knowledge to start, plan and execute your Lightning Migration. Since you are at it, also check out my article on Lightning migration. 

      Currently, Spring’19 release is available under the pre-release program. Sandboxes will be upgraded on 4th and 5th of January. As a result, your organization will get the look and feel of Spring’19 release.

      In case you have not read the entire 429 pages of Salesforce Spring’19 release notes, check out Spring’19 release quick summary written by me. 

      I combed through the release notes and highlighted the most exciting, interesting, and useful Lightning Experience features. Since Lightning Experience is getting faster and better with every release, it was a challenge to stop at just ten! To kick things off, here is my take on the coolest Lightning features from Spring’19 release.

      1) Use Thanks Badges in Lightning Experience (Pilot):- Sing your praises from the mountaintops, or at least from your Chatter feed. Thanks badges are now available in Read the rest of this entry!

      Posted in Spring'19 Release | 1 Comment | Tagged flow, Flow examples, Flow Steps by Step, getting Started with Flow, Getting Started with Lightning Flow, Lightning Component, Lightning Experience, Lightning Flow, Lightning Flow Dummies, Lightning Flow Training, Lightning Flow Use case, Process management, Salesforce Online Training, Salesforce Training
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    • Recent Posts

      • Getting Started with Salesforce Flow – Part 55 (Add or Remove Followers to a Record with the Help of Salesforce Flow)
      • Getting Started with Salesforce Flow – Part 54 (Auto-follow a Chatter Question After Reply)
      • Getting Started with Salesforce Flow – Part 53 (Clone a User with their associated Public Group, Queue Membership and Permission Sets)
      • Getting Started with Pardot – Part 14 (How to Use Pardot Form Handlers)
      • Getting Started with Salesforce Flow – Part 51 (Add a Flow to a Lightning Page)
    • Salesforce ID Converter Build on Lightning Flow

      Converting 15 digit ID to 18 digit Salesforce ID
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  • Top Posts

    • Salesforce Spring’21 Release Quick Summary
    • Learning Flow
    • Getting Started with Salesforce Flow – Part 53 (Clone a User with their associated Public Group, Queue Membership and Permission Sets)
    • Getting Started with Salesforce Flow – Part 55 (Add or Remove Followers to a Record with the Help of Salesforce Flow)
    • Learning Process Builder
    • Getting Started with Salesforce Flow – Part 11 (Count Number of records in a Record Collection Variable)
    • Getting Started with Process Builder – Part 30 (Auto-generate Renewal Opportunity With Line Items)
    • Getting Started with Salesforce Flow – Part 33 (Prior Value of a Record in Record-Triggered Flows)
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