Tag: Quick Action

Give Your Users a To-Do List with the Actions & Recommendations Component
How To

Give Your Users a To-Do List with the Actions & Recommendations Component

jenwlee

Eliminate requiring your users to remember things they need to do in Salesforce. Drive consistency to users with a to-do list on the record page using the Actions & Recommendations component in Lightning Experience. (Note: The main intent of the Actions & Recommendations component is to show flows, quick actions, and recommendations from your Next… Continue reading Give Your Users a To-Do List with the Actions & Recommendations Component

Users Control Whether to Show/Hide Info with Flow Toggle & Component Visibility
How To

Users Control Whether to Show/Hide Info with Flow Toggle & Component Visibility

jenwlee8 Comments

[Note: The following use case is written for use in Lightning Experience. However, you can use the Flow Toggle feature in Cloud Flow Designer in Classic too. You can create flows with the flow toggle in Classic, if enable the lightning runtime in the Process Automation Settings screen.] Lightning record pages are cool in terms… Continue reading Users Control Whether to Show/Hide Info with Flow Toggle & Component Visibility

Level Up Your #Flownatic Super Powers With Flow Local Actions
How To

Level Up Your #Flownatic Super Powers With Flow Local Actions

jenwlee

(Note: This blog post was written for Lightning Experience. There are some Local Actions which can be used in Classic/VisualForce, if using the Lightning Flow Runtime, check out this Developer Salesforce post. It does have some limitations around leveraging the standard Lightning events, but can be used to integrate with some 3rd party systems. Thank you, Benoit… Continue reading Level Up Your #Flownatic Super Powers With Flow Local Actions

Create a New Opportunity From a Quick Action w/ Specific Record Type Based on the User’s Profile
How To

Create a New Opportunity From a Quick Action w/ Specific Record Type Based on the User’s Profile

jenwlee

(Note: This blog post only applies to Lightning Experience. You cannot invoke a flow from a quick action in the Salesforce Classic UI.) The business wants the ability to quickly create an opportunity record from a contact with minimal number of fields and create/associate this contact as the primary contact and “Decision Maker” on the… Continue reading Create a New Opportunity From a Quick Action w/ Specific Record Type Based on the User’s Profile