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

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 · 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

Delete Salesforce Records Associated via a Lookup Relationship Using Clicks, Not Code

There may be situations where you need to delete related records when you delete the main record. In a master-detail relationship, this is done for you. Deleting the master record, deletes all detail records. However, in a lookup relationship, if you delete the lookup record, the associated records remain. This would result in orphaned records,… Continue reading Delete Salesforce Records Associated via a Lookup Relationship Using Clicks, Not Code

How To

Update Inactive User to Active User as Contact Owner

This blog post was inspired by Trailblazer community member, KC Brotherton. Special S/O to Jason Teller, Salesforce Process Automation Product Management for the assist on the workaround. Many times, people leave a company and you need to update the record ownership to an active internal user. This process can be automated using lightning flow by… Continue reading Update Inactive User to Active User as Contact Owner

How To

Remove a Contact from Campaign(s) When Opt Out Marketing Campaigns

(This solution works in both Classic and Lightning Experience.) Your company is using Salesforce campaigns. You need to also give your contacts the ability to opt out of marketing campaigns. Currently, a contact who has opted out of marketing campaigns may be added to a campaign. The marketing user then needs to run a report… Continue reading Remove a Contact from Campaign(s) When Opt Out Marketing Campaigns

How To

Passing Multi-Select Values From One Object to Another Object

(This solution works in both Classic and Lightning Experience.) This blog post was inspired by a use case from Stephanie Herrera where she needed to push an opportunity record’s multi-select picklist values to a custom object for data quality review.   Ok, ok, ok…I know, multi-select picklists are evil. This is the infamous image from… Continue reading Passing Multi-Select Values From One Object to Another Object