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

How To

Permission Set Group Assignment Automation

Salesforce released permission set group assignments as a generally available feature in Spring 20. What is permission set groups, you ask? You can group permission sets based on user roles using Permission Set Groups for easier user permission management. Traditionally, you would assign users to individual permission sets. If a group of users should have… Continue reading Permission Set Group Assignment Automation

How To

Run Flows on Record Changes (Before Save Updates)

Spring 20 brings a cool new feature for declarative developers. We can now build before save update flows that are triggered by record creation or updates. This flow type is 10x faster than a record change executed by process builder. Changes will be made to the new or existing record (not any related records) before… Continue reading Run Flows on Record Changes (Before Save Updates)

How To · Salesforce Release

Update Multiple Contacts Associated to a Task

This blog post is in response to an inquiry from Ryan Scheibert. Thank you, Ryan. Activities are different beast in Salesforce. There is the Task and Event object. Then, there is a junction object called Task Relation or Event Relation, respectively, which holds the primary contact on the task or event and all the other… Continue reading Update Multiple Contacts Associated to a Task

How To

Look It Up in a Flow Screen

(Note: This blog posts only covers how you configure a lookup component for use in a screen flow and how to reference the lookup value selected by the user, and not all the steps to complete the flow.) With Winter ’20, Salesforce introduced a standard lookup component for use in a screen flow. Now, you can… Continue reading Look It Up in a Flow Screen

How To

Using Dependent Picklists in Screen Flows

(Note: This blog posts only covers how you configure a dependent picklist for use in a screen flow and how to reference the picklist values selected by the user, and not all the steps to complete the flow.) With Winter ’20, Salesforce introduced a standard dependent picklist component for use in a screen flow. Now, depending… Continue reading Using Dependent Picklists in Screen Flows

How To

Schedule a Flow

In the Winter ’20 release, Salesforce introduces scheduled flows. Now, you can schedule flows to run create scheduled batch jobs declaratively, specifying when the date/time the flow will run and the frequency of the scheduled flow (once, daily, weekly and monthly) and provide additional filter conditions for the records. Here are some things to note… Continue reading Schedule a Flow

How To

Flow Screen: This error occurred: MIXED_DML_OPERATION

So, you built a flow that you think will work wonderfully just to get the following error when you run debug on your flow: “This error occurred: MIXED_DML_OPERATION: DML operation on setup object is not permitted after you have updated a non-setup object (or vice versa): Account, original object: User.” Bummer. But you need this… Continue reading Flow Screen: This error occurred: MIXED_DML_OPERATION