Adding a Time-dependent Action to Record-Triggered Flow

Big Idea or Enduring Question: How do you schedule a time-based action using Salesforce Flow? Objectives: After reading this blog, you’ll be able to:  Understand the basics of scheduling an action using Salesforce Flow Add a Scheduled Paths action in After-save Record-Triggered Flow Learn how to automate the flow which requires users

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Define Additional Conditions When Updating Records

Big Idea or Enduring Question: How can I use automation to update open opportunities related to an account? Objectives: Use the decision element to check the account’s current status  Define criteria so specific records receive specific updates Use record-triggered flow to update other records related to an account Business Use

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Bypass Salesforce Flow for a Specific User or Profile

Big Idea or Enduring Question: How can you bypass a Salesforce Flow for a specific user or profile?  Until now, we have created many flows using Salesforce Flow. It is an easy and fun experience to create flows. These flows will execute as soon as they meet the criteria. There

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Automatically Add Products to New Opportunity

Big Idea or Enduring Question: How do you automatically add product(s) to a new opportunity?  Objectives: This blog post will help us to understand the following Using salesforce flow builder to auto-assign products to an opportunity   Use get elements to avoid hard coding of Id Works with pricebook and pricebook

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Update the Case Status Through Email-to-Case Response

Big Idea or Enduring Question: How can you automatically update the case status when receives a response from customers via Email-to-Case? Objectives: This blog post will help us to understand the following Understand how email-to-case works  Create a flow that fires on the customer’s response to an email-to-case  Use decision

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