Big Idea or Enduring Question: Many of us are unaware of the power of Salesforce Flow (aka Lightning Flow). It allows you to minimize the code used in your organization by using flow. It’s a tool whereby drag and drop you can build an awesome screen without writing a single
Tag: Visual flow
Getting Started with Salesforce Flow – Part 42 (Running a Flow in System Mode)
Big Idea or Enduring Question: How do you run a Lightning Flow in system mode? Objectives: This blog post will help us to understand the following Difference between user mode vs system mode? How to create a flow that runs in the system mode Business Use case Vigne Kozacek is
Getting Started with Process Builder – Part 33 (Call Apex Class from a Process )
Big Idea or Enduring Question: How can you automatically delete unaccepted Quotes using Process Builder? Objectives: After reading this blog post, the reader will be able to: Understand @InvocableMethod Annotation How to call an Apex method using Process Builder Business Use case Steven Greene is working as a System administrator
Getting Started with Process Builder – Part 32 (Define Additional Conditions When Updating Records)
Big Idea or Enduring Question: How can I use automation to update other quotes related to a single opportunity? Objectives: Define criteria so specific records receive specific updates Use process builder to update other records related to an Opportunity Business Use case Steven Greene is working as a System administrator
Getting Started with Process Builder – Part 30 (Auto-generate Renewal Opportunity With Line Items)
Big Idea or Enduring Question: How do you automatically create a new opportunity by cloning an existing opportunity with line items? Opportunities are the sales and pending deals that you want to track. By adding opportunities, we are building a pipeline, which contributes to sales forecasts. Products are a catalog
Getting Started with Process Builder – Part 29 (Auto Remove Followers From Questions With Best Replies)
To understand how to solve a similar business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 37 (Auto Remove Followers From Closed Opportunity). Big Idea or Enduring Question: How do you automatically remove followers from Questions with the best replies? Chatter Answers is a
Parsing Dynamic choice Multi-Select Picklist fields (Flow) – Reusable component
In the last article Add Record to Multiple Chatter Groups – Parsing Multi-Select Picklist fields (Flow) I had discussed the way through which you can Parse Multi-select picklist or Multi-select check-boxes and store Parsed Ids into a collection variable. In this article, I am going to give you a reusable component