If you’ve created a time-dependent action on a workflow rule, a scheduled action in a process or a pause element in flow, now you can run part of your record-triggered after save/after update flow based on a dynamically schedule time using the new feature – scheduled paths – in Spring ’21! This new feature is… Continue reading Run a Segment of Your After Save/After Update Record Triggered Flow at a Dynamically Scheduled Time Using Scheduled Paths
One of the long awaited flow features is coming in Spring ’21 — the ability to use prior value in before or after update record triggered flows. This brings us closer to be migrating our processes into flows as Flow Builder is the end state declarative automation tool. In a record triggered flow, you can… Continue reading Reference Prior Value in a Before/After Update Record Triggered Flows
Update Opportunities for an Inactive Opp Owner Using Salesforce Flow – When an opportunity owner is deactivated, update the stage of the inactive user’s opportunities to “Pending Reassignment.” This was solutioned using Process Builder and Flow Builder.
This original blog post from 2018 was revised for a solution in Flow Builder.
Here are a few lessons learned from implementing this use case: Learn how to configure a screen flow to create a new user. Learn how to determine if there are sufficient licenses in the org needed to create the new user. Ensure certain user fields are unique to prevent the user creation process from failing.… Continue reading Automate New User Creation
This blog post is a built solution based on a post in the Salesforce Automation Trailblazer Community by Edixon Puglisi. Edixon wanted to automatically create a Chatter post to the opportunity owner reminding them that their opportunity has had the same stage for over 30 days. The solution was posted by my friend, Michelle Hansen,… Continue reading Post to Chatter When Opportunity Stage Is Not Updated in Over 30 Days
In Winter 21, Salesforce introduces the Before Delete record-triggered flow. This allows you to automate changes to related records or actions prior to deleting the record. A few things to know about Before Delete flows: You cannot use a before delete flow to prevent a record from being deleted like you can with a Before… Continue reading Winter ’21 – Introducing the Before Delete Record-Triggered Flow
This blog post is a continuation of the loop basics, focusing on how to reference newly created record Ids later in the flow. The original post showed you how to update the record in the loop. The second blog post focused on how to update a record related to the record in your loop. Here… Continue reading Let’s Get With the Flow – Referencing Newly Created Records in a Flow
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
Eliminate the manual steps of creating Salesforce users based on a case or form submission. Let Salesforce do the work for you. Use flow to automate the user creation and permission set group assignment based on a selected user persona with the help of a custom metadata type mapping. Here are a few lessons learned… Continue reading Automate User Creation and Permission Set Group Assignment Using a Custom Metadata Type Mapping