Learn this cool trick to bypass validation rules in your process or flow, just like you can with workflow rules.
Customer Service Agents have to manage many cases and sometimes, even the best of them, may need a gentle reminder that a specific case may need a bit of love and attention. Enter automation… Here are a few lessons learned from implementing this use case: Create a formula to track case update threshold by business… Continue reading Send a Case Update Reminder Email When the Update Threshold Has Been Exceeded
Those flownatics who have used the OOTB file upload component know once the files are uploaded to the screen flow, that the files are not shown back to the user as a confirmation of the files uploaded. This can be achieved using OOTB flow by querying the documents, assigning the file title and extension to a text template adding it to a variable and then displaying that variable on a flow screen.
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.
I was excited to test out these new Spring ’21 flow enhancements so I decided to share these with you sooner than my Spring ’21 Release Summary Highlights – stay tuned for that. All features apply to both Lightning and Classic, unless otherwise noted. Note: These features are not listed in any particular order. 1.Access… Continue reading Spring ’21 – Flow Enhancements
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
I normally publish all release highlights at once, but I just couldn’t wait until I’ve read through all the Winter ’21 Release Notes to share with my fellow #Flownatics all the new Winter ’21 flow features coming to our Production orgs in October. Enjoy!