Getting Started with Salesforce Flow – Part 74 (Deploy Flow(s) or Process(es) Using the Visual Studio Code)

Big Idea or Enduring Question: How do you deploy Flows or Processes using the Visual Studio Code?   Objectives: After reading this blog post, the reader will be able to: Understand how to use the Visual Studio Code to deploy flows Understand how to use the Visual Studio Code to

Read More

Getting Started with Salesforce Flow – Part 73 (Distribute Flow(s) or Process(es) Using Packages)

Big Idea or Enduring Question: How do you deploy Flows or Processes using the Packages?   Objectives: After reading this blog post, the reader will be able to: Understand how to use packages to deploy flows Understand how to use packages to deploy processes Deploy components to any org using packages Business Use Case

Read More

Getting Started with Salesforce Flow – Part 72 (Deploy Flow(s) or Process(es) Using Change Sets)

Big Idea or Enduring Question: How do you deploy Flows or Processes using the Change Sets?   Objectives: After reading this blog post, the reader will be able to: Understand how to use change sets to deploy flows Understand how to use change sets to deploy processes Deploy change sets from sandbox to production

Read More

Getting Started with Salesforce Flow – Part 44 (Auto Convert Marketing Qualified Leads)

Big Idea or Enduring Question: How do you set automation to auto-convert marketing qualified leads?  When there is a chance of further negotiations with a lead, it can be converted into an account, contact, optionally an opportunity. In short, once the lead status has reached a certain stage, it can

Read More

Getting Started with Salesforce Flow – Part 12 (What? Use Lookup Field into a Flow Screen Element?!!)

Salesforce Flow allows us to automate business processes by building applications, known as Flows. Using Flows, a user can collect information; or, they can update, edit, or create records in Salesforce. Furthermore, Flows can execute logic, interact with the Salesforce database, call Apex classes, Platform Events, and guide users through various screens to streamline the process of

Read More

Getting Started with Salesforce Flow – Part 11 (Count Number of records in a Record Collection Variable)

Salesforce Flow allows us to automate business processes by building applications, known as Flows. Using Flows, a user can collect information; or, they can update, edit, or create records in Salesforce. Furthermore, Flows can execute logic, interact with the Salesforce database, call Apex classes, Platform Events, and guide users through various screens to streamline the process of

Read More

Getting Started with Process Builder – Part 90 (Skyrocket Your Productivity by Leveraging the Power of Chatter Automation!)

Chatter Group is one of the best ways to boost collaboration in your organization. A Chatter group represents a group of users – one can add unlimited members to a Chatter Group but, a user can join a maximum of 300 groups; and, your company can have a total of 30,000 groups. Chatter

Read More

1 2 3 8