Getting Started with Salesforce Flow – Part 33 (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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Getting Started with Salesforce Flow – Part 5 (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

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Getting Started with Process Builder – Part 95 (Need to Auto Add Opportunity Contact Role to an Opportunity? Read on!)

Opportunity Contact Role has two aspects to it: (1) it represents the role a Contact play on an Opportunity; and, (2) it is a junction object between Opportunity and Contact. As we all know, Opportunity and Contact share a many-to-many relationship. For example, a Contact can play a Decision maker role in one

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Getting Started with Salesforce Flow – Part 1 (Understand, Create & Use Variables in 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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Getting Started with Salesforce Flow – Part 9 (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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Getting Started with Salesforce Flow – Part 13 (Hide Date Picker and apply Font-family)

This is a continuation of my article Lightning Flow tips and tricks, In that, I had discussed various tips and tricks related to Flow. This article goes a step ahead and explains, how to hide a date picker and how you can apply different font-family to your Flow elements. Let’s start with a

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