How To

Let’s Get With The Flow – Loop Basics

Ever have an automation use case where you need to take a collection of records and do something with them? The only declarative (clicks, not code) automation tool that can stand up to the task is Flow Builder. As someone who identifies with an Admin, I have to admit, it took me a while to… Continue reading Let’s Get With The Flow – Loop Basics

How To

Permission Set Group Assignment Automation

Salesforce released permission set group assignments as a generally available feature in Spring 20. What is permission set groups, you ask? You can group permission sets based on user roles using Permission Set Groups for easier user permission management. Traditionally, you would assign users to individual permission sets. If a group of users should have… Continue reading Permission Set Group Assignment Automation

How To

Using Dependent Picklists in Screen Flows

(Note: This blog posts only covers how you configure a dependent picklist for use in a screen flow and how to reference the picklist values selected by the user, and not all the steps to complete the flow.) With Winter ’20, Salesforce introduced a standard dependent picklist component for use in a screen flow. Now, depending… Continue reading Using Dependent Picklists in Screen Flows

How To

Flow Screen: This error occurred: MIXED_DML_OPERATION

So, you built a flow that you think will work wonderfully just to get the following error when you run debug on your flow: “This error occurred: MIXED_DML_OPERATION: DML operation on setup object is not permitted after you have updated a non-setup object (or vice versa): Account, original object: User.” Bummer. But you need this… Continue reading Flow Screen: This error occurred: MIXED_DML_OPERATION

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

Access Classically Encrypted Fields Using Flow

Note: This flow solution runs only in Lightning Experience. Ever have a need to take action on changes on a classically encrypted field? Your only option is not a trigger. Did you know that flow has the ability to read classically encrypted fields too? YES! The flow built in this blog post shows the ability… Continue reading Access Classically Encrypted Fields Using Flow

How To

Run Flow Using a Hidden Flow (Blank Flow Screen)

Note: This flow solution runs only in Lightning Experience. Have you ever wanted to use flow but your use case doesn’t call for any user interaction, you don’t want your flow to execute on a button or quick action click? Do you have a situation you are automating but can’t use process builder because you… Continue reading Run Flow Using a Hidden Flow (Blank Flow Screen)