(Note: This blog posts only covers how you configure a lookup component for use in a screen flow and how to reference the lookup value selected by the user, and not all the steps to complete the flow.) With Winter ’20, Salesforce introduced a standard lookup component for use in a screen flow. Now, you can… Continue reading Look It Up in a Flow Screen
Do you have processes in process builder where only users of specific profiles will execute a specific action group? Imagine, as your Salesforce org grows over time and new profiles are introduced or old profiles are deprecated. Or, for whatever reason, you had to temporarily remove one of the profiles referenced. You will need to… Continue reading Use Custom Settings in Process Builder
Here are a few highlights of the upcoming Salesforce Winter ’16 release (Release Notes (PDF) are 399 pages!!). Grab a cup of coffee, tea, hot cocoa or whatever floats your boat and read these summary notes. Enjoy! Lightning Experience Unless you’ve been hiding under a rock, you’ve heard or know… Continue reading Winter ’16 Release Highlights
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