Query Records by List of Ids in Flow

Big Idea or Enduring Question: How can you automatically delete open tasks related to opportunity and quote(s) when an opportunity is marked as closed lost?  Objectives: After reading this blog post, the reader will be able to: Understand @InvocableMethod and InvocableVariable Annotation Get sObject Type in Apex code Pass the

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@Mention a Related User In a Post to Chatter Action

Big Idea or Enduring Question: How do you @mentioned related users in a Post to Chatter Salesforce Flow action?  Objectives: After reading this blog, you’ll be able to:  Use the post to chatter action in the record-triggered flow Use Get element to avoid hard coding of Id Use the decision

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Automatically Create Cases from Unresolved Chatter Questions

Big Idea or Enduring Question: As your community grows, organizations have to ensure that customers get quick answers to their questions. Question-to-Case allows moderators to escalate unresolved Chatter questions to cases from the Chatter page. You can automate this escalation process using Salesforce Flow, For example:  Create a case from

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An Introduction to Version Control for Salesforce Flow

Big Idea or Enduring Question: What happens when the business requirements for a Salesforce Flow change after it’s already activated and in use? Objectives: After reading this article, you’ll be able to: Modify an existing flow to reflect new requirements Clone an existing flow to create a new version  Business

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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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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

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