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
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)
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!
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
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
[Note: This blog post will be updated after the release of Spring ’21 to mention updates to the capability of record triggered flows.] 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… Continue reading After A Record Is Saved Flow Trigger – An Alternative to Process Builder
For those orgs that have either customer or partner community users, you know that your users need the Manage External Users permission and then your system administrator needs to add the nested buttons to the contact or person account record page. Under the Manage External Users button are additional nested buttons: Enable Partner User Enable… Continue reading Deactivate and Cleanup a Community User
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
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