Tag: Flow

Send An Email with an Attachment When an Event is Created or Event Date Revised
How To

Send An Email with an Attachment When an Event is Created or Event Date Revised

jenwlee2 Comments

This blog post was inspired by Yvonne Navas. Here are a few lessons learned from implementing this use case: Use an email alert with a Classic Email Template to send an email with a file attachment Use a record triggered after save/update flow to send the appropriate email Business Use Case:  Addison Dogster is the system… Continue reading Send An Email with an Attachment When an Event is Created or Event Date Revised

Record the Last Event With A Contact
How To

Record the Last Event With A Contact

jenwlee4 Comments

Your company has a business model where multiple sales people representing different channels or product focuses, or an internal/external sales team, may interact with the same individual. There is a business need to track calls to the contact or events with the contact. These two use cases will be covered in a 2-part article series.… Continue reading Record the Last Event With A Contact

View the Uploaded File List After Uploading the Files via Screen Flow
How To

View the Uploaded File List After Uploading the Files via Screen Flow

jenwlee1 Comment

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. 

Run a Segment of Your After Save/After Update Record Triggered Flow at a Dynamically Scheduled Time Using Scheduled Paths
How To

Run a Segment of Your After Save/After Update Record Triggered Flow at a Dynamically Scheduled Time Using Scheduled Paths

jenwlee

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

Reference Prior Value in a Before/After Update Record Triggered Flows
How To

Reference Prior Value in a Before/After Update Record Triggered Flows

jenwlee4 Comments

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

Spring ’21 – Flow Enhancements
Salesforce Release

Spring ’21 – Flow Enhancements

jenwlee

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

Automate New User Creation
How To

Automate New User Creation

jenwlee11 Comments

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

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

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

jenwlee2 Comments

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