How To

Use Component Visibility to Show Information At the Right Time in Screen Flow

Component visibility is an awesome admin super power where you can conditionally show information to the user that is relevant to them. Otherwise, hide that noise from them. Love being able to use component visibility in Lightning App Builder with components and also in Flow Builder when building screen flows. Keep component visibility in mind… Continue reading Use Component Visibility to Show Information At the Right Time in Screen Flow

How To

Trick: Running User Must Have Create Permission to Field Used in Screen Flow Lookup Component

If you have configured the standard screen flow lookup component and get an error “Record is not createable.” when you test it as a user, this is due to the fact that the running user of a flow must have the Create permission on the source object. For example, to search a contact’s creator, the… Continue reading Trick: Running User Must Have Create Permission to Field Used in Screen Flow Lookup Component

How To

Give Your Users a To-Do List with the Actions & Recommendations Component

Eliminate requiring your users to remember things they need to do in Salesforce. Drive consistency to users with a to-do list on the record page using the Actions & Recommendations component in Lightning Experience. (Note: The main intent of the Actions & Recommendations component is to show flows, quick actions, and recommendations from your Next… Continue reading Give Your Users a To-Do List with the Actions & Recommendations Component

How To

Use IsNew(), IsChanged() and PriorValue() in Flow Formulas

A very much awaited feature is coming in Summer ’21 – we will have the ability to use the IsNew(), IsChanged() and PriorValue() syntax in formulas as you can in workflow rules and processes in record-triggered and scheduled flows. Here are a few lessons learned from implementing this use case: Use the IsNew(), IsChanged() and… Continue reading Use IsNew(), IsChanged() and PriorValue() in Flow Formulas

Salesforce Release

Summer ’21 Release Highlights

I’ve read through the 388 pages of the Summer ’21 release notes and summarized the release features for you. Access the HTML Release NotesAccess the PDF Release Notes   I divided the posts into several posts: Applies to Lightning Experience only Applies to Salesforce Classic only Applies to both Lightning Experience and Salesforce Classic Mobile Enhancements Experience… Continue reading Summer ’21 Release Highlights

Salesforce Release

Summer ’21 Salesforce Lightning Experience Highlights

The list of Summer ’21 features below apply to Salesforce Lightning Experience only. There are additional Summer ’21 features available to Salesforce Classic only, Salesforce Lightning Experience and Classic, Salesforce Experience Enhancements, Mobile Enhancements, Other Enhancements in the Summer ’21 Release Highlights post. Note: These features are not listed in any specific order. 1. Lightning App… Continue reading Summer ’21 Salesforce Lightning Experience Highlights

Salesforce Release

Summer ’21 Salesforce Lightning Experience and Classic Highlights

The list of Spring ’21 features below apply to both Salesforce Lightning Experience and Classic. There are additional Spring ’21 features available to Salesforce Classic only, Lightning Experience only, Salesforce Experience Enhancements, Mobile Enhancements, Other Enhancements in the Summer ’21 Release Highlights post. Note: These features are not listed in any specific order. 1.MFA Required For All… Continue reading Summer ’21 Salesforce Lightning Experience and Classic Highlights