Need to Auto Add Opportunity Contact Role to an Opportunity? Read on!

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

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Prior Value of a Record in Record-Triggered Flows

To understand how to solve the same business use case using Process Builder. Check out this article Getting Started with Process Builder – Part 53 (Field history tracking for Multi-Select Picklist). Big Idea or Enduring Question: How do you track what has been changed on a Multi-Select picklist?  Tracking field history is

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Understand, Create & Use Variables in Salesforce Flow!

Enjoy enhanced flow-building experience starting with Spring’19 release. Salesforce is at it again! – replacing Cloud Flow Designer (Canvas to design and build the flows) with a faster and robust tool – Flow Builder. It streamlines the process of – (1) flow building; and (2) maintenance – with a simplified user interface.  In light of the above,

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Use an Inline Visualforce Page to auto launch a Flow

An inline Visualforce page allows us to embed a Visualforce page to standard page layouts. A Visualforce page would be available for embedding in the standard page layouts provided the page is using the standard controller of that particular object. You can auto-launch a flow without user interaction, using the following methods

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