How To

Let’s Get With the Flow – Update a Related Record in a Loop

This blog post is a continuation of the loop basics.  The original post showed you how to update the record in the loop. This blog post will focus on how to update a record related to the record in your loop. Here are a few lessons learned from implementing this use case: Learn how to… Continue reading Let’s Get With the Flow – Update a Related Record in a Loop

How To

Automatically Deactivate Users Who Have Not Logged In Over X Days

Do you run reports every quarter or X number of days to see the which users have logged in since? Then, go through the manual task or use Data Loader to deactivate those users? What if, you didn’t have to lift a finger and Salesforce can just auto-deactivate these users for you? Sounds good? It’s… Continue reading Automatically Deactivate Users Who Have Not Logged In Over X Days

How To

Flow Simplification: Replace Loop and Assignments with MapCollection Apex Action

I published a previous blog post called “Let’s Get With The Flow – Loop Basics.” This blog post covered putting a bunch of records in a collection, iterating through to update two fields for each record in the collection. This post will focus on the same use case and will show how in some circumstances,… Continue reading Flow Simplification: Replace Loop and Assignments with MapCollection Apex Action

How To

After A Record Is Saved Flow Trigger – An Alternative to Process Builder

In Summer ’20, Salesforce is releasing the after record save flow trigger. This joins the before record save flow trigger introduced in Spring ’20. In introduction of these two flow features is the start to moving automation from multiple tools (process builder and flow builder) to flow builder. I consider these features MVP and need… Continue reading After A Record Is Saved Flow Trigger – An Alternative to Process Builder

How To

Deactivate and Cleanup a Community User

For those orgs that have either customer or partner community users, you know that your users need the Manage External Users permission and then your system administrator needs to add the nested buttons to the contact or person account record page. Under the Manage External Users button are additional nested buttons: Enable Partner User Enable… Continue reading Deactivate and Cleanup a Community User

How To

Super-Size Your Flow With AppExchange & Community Components (UnofficialSF) – Part II

  This is part II of a two-part blog post. Check out blog post Part I. To recap our use case… Business Use Case:  Addison Dogster is the system administrator at Universal Containers. Mary Markle is the Director of Operations. She wanted to present a call action in a modal to her reps when viewing… Continue reading Super-Size Your Flow With AppExchange & Community Components (UnofficialSF) – Part II

How To

Super-Size Your Flow With AppExchange & Community Components (UnofficialSF) – Part I

Ever work on a flow and the out-of-the-box Flow Builder just doesn’t quite meet your business requirements? But you don’t have the code skills to build flow aura or lightning web components yourself? This blog posts uses tools from the AppExchange or community built and shared screen and action components on UnofficialSF to extend the… Continue reading Super-Size Your Flow With AppExchange & Community Components (UnofficialSF) – Part I

How To

Let’s Get With The Flow – Loop Basics

Ever have an automation use case where you need to take a collection of records and do something with them? The only declarative (clicks, not code) automation tool that can stand up to the task is Flow Builder. As someone who identifies with an Admin, I have to admit, it took me a while to… Continue reading Let’s Get With The Flow – Loop Basics