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  • Tag: Launch a Flow from an Object-Specific Action

    • Salesforce Spring18 release quick summary

      Posted at 7:46 PM by Rakesh Gupta, on December 18, 2017

      Currently, Spring’18 release is available under the pre-release program. On the 5th and 6th of January, Sandboxes will be upgraded; as a result, your organization will get the look and feel of Spring’18 release. In this release, you will find lots of new features, as well as, new enhancements related to Lightning Experience and Communities.

      For example, features like, Get Guidance for Data Protection and Privacy Regulations, Show Your True Colors with Themes in Lightning, Get Search Results for More Objects, and  Opportunities: Opportunity Splits, Opportunity Product Name Visibility, Price Book Selection are now available in Lightning Experience. 

      Also, check out these beta and pilot features:

      • Einstein Forecasting: Intelligent Predictions About Your Sales Teams (Beta): – Let Einstein take the guesswork out of forecasting. Use artificial intelligence to get more certainty and visibility into how your sales teams are doing. Einstein improves your forecasting accuracy with predictions about your sales team’s opportunities based on past data. 
      • Set Different Login Policies for Salesforce and Community Users (Beta): – If you have a community set up in your org, you can now specify different login policies for internal and external users. For example, you can set up less restrictive access policies for employees that log in to your community, but external users are subject to profile IP restrictions.
      • Track Progress Through a Flow with Stages (Beta): – Now you can indicate a user’s point in the flow using the new stage resource and two new system variables: {!$Flow.ActiveStages} and {!$Flow.CurrentStage}. For example, indicate where in a purchasing flow the user is with breadcrumbs or a progress indicator. 

        Reference Salesforce release notes

      • Lightning Experience Report Builder: Buckets, Cross Filters, and Summary Formulas (Beta): – The second beta release of the Lightning Experience report builder lets you categorize report data with buckets, include or exclude results from related objects with cross filters, and summarize data in new ways with summary formula columns. 
      • Set Up Call Monitoring (Beta): –Improve selling techniques by enabling Call Monitoring from the Dialer Settings page in Setup. This feature is new in Lightning Experience.
      • Call JavaScript Directly from Your Flow with Local Actions (Pilot): – Now you can pull data from an on-premises or private cloud database directly into your flow without going through the Salesforce server. Or do things directly in the browser, such as open a particular URL or confirm that a record was created with a toast message. With flow local actions, you can call the JavaScript controller of an associated Lightning component, which means you can integrate directly with the browser. 
      • Encrypt Activities, Email Messages, Emails to Case, and Custom Object Name (Pilot): – Emails and time management tools play an important role in your day-to-day workflow. For another layer of security and compliance controls, you can now encrypt Activities, Email Messages, Email-to-Case messages, and Custom Object Name. 

      You can upload files from a flow by adding the forceContent:fileUpload Lightning component to a flow screen.This change applies to Lightning Experience and Salesforce mobile web. However, it only works for the Lightning flow runtime.

      Lightning Experience is supported by Apple® Safari® version 11.x+ on Mac OS X. The most recent stable versions of Microsoft® Edge, Mozilla® Firefox®, and Google Chrome™ are also supported. Salesforce now offering Extended Support for IE11. This extended support is available through December 31, 2020. You ca not access Lightning Experience via a mobile browser.

      Salesforce Classic is supported with Microsoft® Internet Explorer® version 9, 10, and 11, Apple® Safari® version 11.x on Mac OS. The most recent stable versions of Microsoft® Edge, Firefox®, and Google Chrome™ are also supported.

      Below is the quick summary of Spring’18 release from user’s /customer’s

      Customers/Users Point of view

      1. Supercharge Your Productivity with Personalized Navigation in Lightning Experience: – You can now personalize navigation in Lightning Experience is similar to customized tab sets in Salesforce Classic but better. In Lightning Experience, the navigation bar can contain more than just object-level items, like Accounts. You can add granular items, like a dashboard, list, or record.

      Salesforce has given you more ways to navigate with temporary tabs. Use temporary tabs to access important items directly from the navigation bar. For example, open a frequently used dashboard in a temporary tab to access it instantly from anywhere.

      2. Organize Lightning Page into Collapsible Sections: – Manage screen clutter by grouping components into collapsible sections. The new Accordion component is like the Tabs component, but vertically stacked. You can use the Accordion component on all record pages. This feature is new in Lightning Experience.

      You can have up to 25 sections, but we recommend no more than 10. You can also embed multiple components in each section, each with its own heading.

      Read the rest of this entry!

      Posted in Spring'18 Release | 4 Comments | Tagged Add Account Team Members to Opportunity Teams in Lightning Experience, Add Campaign Members Lightning Experience, Add Products to Price Books Lightning Experience, Add Tables with Up to 10 Columns to Dashboards (Beta), Alert Users Before They are Redirected Outside Salesforce, Apex: Platform Cache, Assign Separate Standard Action Overrides for Different Experiences, Associate Paused Flow Interviews with a Record, Automatically Remove Content After a Specific Time Salesforce community, Build Richer Flow Screens with Lightning Components, Call JavaScript Directly from Your Flow with Local Actions, Case Path for Lightning Experience, Chat Smarter with Lightning Knowledge, Collaborate with Community Members with Quip, Deactivate Orgs You Don’t Use Salesforce, Delete Field History and Field Audit Trail Data, Detect the Lightning Console UI Theme in Visualforce Pages, Einstein Forecasting: Intelligent Predictions About Your Sales Teams (Beta, Generate Leads from LinkedIn Salesforce, Get Guidance for Data Protection and Privacy Regulations, Get Search Results for More Objects, Include Related Fields and Other Objects in Component Visibility Rules, Increase Your Efficiency by Managing List Emails in One Place, Launch a Flow from an Object-Specific Action, Launch a Flow from an Object-Specific Action (Beta), Leads, Make Your Lightning App and Home Pages Dynamic, or Person Accounts, Organize Lightning Page into Collapsible Sections, Override the Default Header and Footer on Flow Screens, Personalized Navigation in Lightning Experience, Preview Files on the Go Salesforce, Resume Paused Flow Interviews from Lightning Experience, Resume Paused Interviews That Other Users Own, salesforce release, Salesforce Spring'18 key date, Salesforce Spring'18 pre-release org, Salesforce Spring'18 release, Salesforce Spring'18 release dumps, Salesforce Spring'18 release exam, Salesforce Spring'18 release exam admin, Salesforce Spring'18 release exam App builder, Salesforce Spring'18 release exam Developer, Salesforce Spring'18 release exam Pardot, Salesforce Spring'18 release exam Platform Developer I, Salesforce Spring'18 release HTML, Salesforce Spring'18 release PDF, Salesforce Spring'18 release question, Salesforce Spring'18’, Search for Folders with Salesforce Search, See the Most Relevant Reasons Behind Each Score, Set Different Login Policies for Salesforce and Community Users, Set Up Call Monitoring, Share Credit for a Deal in Lightning Experience, Show Your True Colors with Themes in Lightning, Spring'18 release quick summary, Spring'18 Salesforce, Spring'18 Salesforcea release HTML, Spring'18 Salesforcea release PDF, Spring'18 Salesforcea release summary, Start Flows Dynamically from Apex, Subscribe to Dashboards to Schedule Refreshes and Get Email Updates, Track Progress Through a Flow with Stages (Beta), Turn Emails from Unknown Addresses into Contacts, Upload file from Flow, Upload file from Visual Workflow, Use without sharing for @AuraEnabled Apex Controllers with Implicit Sharing
    • Getting Started with Salesforce Flow – Part 10 (Launch a Flow from an Object-Specific Action)

      Posted at 9:30 AM by Rakesh Gupta, on October 4, 2017

      Salesforce Flow allows us 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, Platform Events, and guide users through screens for collecting and updating data. There are various ways to launch a flow including:

      1. Custom Button/URL
      2. JavaScript 
      3. Visualforce Page
      4. Process Builder
      5. Using Apex start() method
      6. Inline Visualforce Page 
      7. Using the Flow URL
      8. As a Subflow
      9. Login Flow
      10. Embedding in a Visualforce Page
      11. Salesforce1 navigation menu
      12. Embedding in Lighting Record Page
      13. Embedding in Lighting App Page
      14. Embedding in Lighting Home Page and much more………………….

      Recently Salesforce added one more way to launch a Flow – from an object-specific action (Beta).

      After the recent release, you can add flows to the action menu on your Lightning pages without having to hunt down the flow’s URL. When you create a flow action, you can pick from a list of available flows rather than enter a flow’s URL manually. It does not mean flow action can call anything in your Salesforce Org. To work as a flow action, a flow must be active and have screens. Let’s start with a business use case

      Business Use Case

      Rachel Gillett is working as a System administrator at Universal Containers (UC). She has developed a flow to get the Sales reps’ feedback on closed opportunities. She wants to use the Opportunity object-specific action to launch it.  

      Solution for the above business requirement

      We will use Flow and Object-specific action(beta) to solve the above business requirement. Perform the following  instructions to solve the above business requirement: 

      1. Navigate to Setup (Gear Icon) | Setup | Process Automation | Flows in Lightning Experience.
      2. Then click on the New Flow button – it will open the Flow canvas for you. Read the rest of this entry!
      Posted in Salesforce Flow, Winter'18 Release | 11 Comments | Tagged call a Flow from an Object-Specific Action, Different ways to launch a flow, Execute a Flow from an Object-Specific Action, Flow builder, Flow from an Object-Specific Action, Launch a Flow from an Object-Specific Action, Launch a Flow from Apex, Launch a Flow from button, Launch a Flow from Lightning App Page, Launch a Flow from Lightning Home Page, Launch a Flow from Lightning Outlook, Launch a Flow from Lightning Record Page, Launch a Flow from Link, Launch a Flow from quick actions, Learning Salesforce Process Builder, Learning Salesforce Visual Workflow, Login Flow, Run a Flow from an Object-Specific Action, Run a flow from inline Visualforce page, Salesforce Flow, Salesforce Flow Example, Start a Flow from an Object-Specific Action, trigger a Flow from an Object-Specific Action, Various ways to launch a flow
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