To understand how to solve the same business use case using Process Builder and Salesforce Flow. Check out this article Getting Started with Process Builder – Part 8 (Auto Sync Accepted Quote with Opportunity). Big Idea or Enduring Question: Use multiple types of functionality to enhance the automation of your
Tag: Salesforce Flow Example
Auto Sync Accepted Quote with Opportunity
Big Idea or Enduring Question: How do you automatically sync Accepted quotes with their respective Opportunity? In this article Auto Sync Accepted Quote with Opportunity, I had discussed a way to use Salesforce Flow and Process Builder to automatically sync Accepted quotes with their respective Opportunity, whenever a Quote is accepted by the
Auto Submit Record into Approval Process with Flow
Big Idea or Enduring Question: How do you automatically submit a record for approval using Salesforce Flow? Objectives: After reading this article, you’ll be able to: Use After-save Record-Triggered Flow to automatically submit the record into the approval How to create an Approval process Business Use case Warren Mason is working as
Want to Learn How to Display a Notice at Login? Read on!
Many times we want to display Notices, Messages, or Information to our users after they successfully logged In to Salesforce. For example, similar to Salesforce downtime or maintenance notifications. Displaying information after login will help the organization to keep its users informed about upcoming events or changes. Objectives: After reading this blog, you’ll
Validation Rule using a before-save Flow? Yes!
Let us first understand the Validation Rule and its characteristics. A Validation Rule allows a System Administrator to define custom logic and error messages to ensure data integrity. The Rule can contain a formula, or an expression, that evaluates the data in one or more fields and returns a value of True or False. For instance,
A Christmas Present – Schedule an Autolaunch Flow!
Let us continue with my Salesforce Flow, ‘Getting Started’, series. We discussed how different types of Flows enable you to minimize code usage. Until the Winter’20 release, Scheduling Autolaunched Flows was out-of-scope. No more! As we all know, before the Winter’20 release, autolaunched Flows could only be launched using Process Builder or Apex. But, that was before! Let
Restricting Login Flows to Execute Only Once!
A few years back I wrote an article Unconventional application of Two-factor Authentication!. It was a huge success – I received several emails from people requesting me to write another article to show something on restricting login flow to once, based on the condition; instead of, running the flow more than once. Before
Do You Know How Screen Element Bestows Power on Flow Builder?!
Check out my previous articles: Want to be an Early Adopter of the New Flow Builder? Welcome Aboard! Getting Started with Salesforce Flow Designer– Part 1 (Understand, Create & Use Variables in Flow) In the aforementioned articles, I have discussed the new Flow Builder tool – introduced by Salesforce in Spring’19 release and