How To

Automate New User Creation

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

How To

Post to Chatter When Opportunity Stage Is Not Updated in Over 30 Days

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

How To

Winter ’21 – Introducing the Before Delete Record-Triggered Flow

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

Salesforce Events

Northeast Dreamin’ 2020: Know When and How to Flow (& When Not To)

I recently had the pleasure of presenting at Northeast Dreamin’s Virtual Marathon 2020 along with 9 other local speakers. I presented “Know When and How to Flow (& When Not To) You know Flow Builder is a low code tool to automate your business processes. But you still don’t know which of the many available… Continue reading Northeast Dreamin’ 2020: Know When and How to Flow (& When Not To)

How To

Let’s Get With the Flow – Referencing Newly Created Records in a 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

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

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