(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
I’m super excited to be presenting with Admin Evangelist, Marc Baizman, on an upcoming Salesforce Admins Webinar where I get to talk about two things I’m passionate about, FLOW and CUSTOM METADATA TYPES! I encourage you to register and attend the session where you will learn about custom metadata types, why they are awesome for… Continue reading I’m Presenting on a Salesforce Admins Webinar – Advanced Automation with Flows and Custom Metadata Types
When I review someone else’s flow and notice the version number of the flow is in its 40s, I think “What?! You have 40 versions of this flow? That’s cray cray.” Did you know that there is a limit to the number of versions you can have for each flow? It doesn’t matter if your… Continue reading Flow Tip. Got Too Many Flow Versions?!
I missed this Summer ’18 gem when reading through the Release Notes. I had quickly scanned the feature of setting Stages in flow. It wasn’t until MVP Stephanie Foerst mentioned this in Slack that I learned of this feature that slid under the radar. https://releasenotes.docs.salesforce.com/en-us/summer18/release-notes/rn_forcecom_flow_operators.htm You can now count the number of collection items and… Continue reading Blink & You May Have Missed This Hidden Gem: Get Count Via Flow Assignment
(This blog post is written for Lightning Experience. Note: You can wrap lightning components in a visualforce page in Classic via Lightning Out. You will need to enlist the help of a developer for you to take advantage of the below.) With Summer 18, using stages in visual workflow is now GA (or “generally available”).… Continue reading Flow ‘Em That Progress
For those of you who have created Visual Flow screens with dynamic record choice, ever want to return more information than a single field from the object to distinguish a record from another? For example, if you are showing a list of contact names, the search can return multiple Jennifer Lee’s. How do you know… Continue reading Show More Information in a Flow Screen using Dynamic Record Choice
Currently, we are only able to invoke a flow from an object specific action. But what if you have a need to invoke a flow from a global action? You COULD embed the flow in a visualforce page. However, when you embed a flow in a visualforce page, the flow will not run in the… Continue reading Invoke a Flow from a Global Action
Thank you to all of you who attended this session at Southeast Dreamin’ 18. Wow! Standing room only! Thank you, Southeast Dreamin’ for having me. Here is the Powerpoint slideshow from my presentation at Southeast Dreamin’ 18, “Flow It! Automate Processes Using Clicks, No Code.” Start your journey into declarative programming (clicks, not code). Get… Continue reading Southeast Dreamin’ 18: Flow It! Automate Processes Using Clicks, Not Code
[Note: This use case/solution can be implemented in both Classic and Lightning Experience.] I’d like to give a shout out to my community friend, John Lay, for being the inspiration for this blog post. He had recently reached out to me on advice on this very error in his process. Ever create a process that… Continue reading The flow failed to access the value for myVariable_Field because it hasn’t been set or assigned.
For one of my projects, there is a requirement that the support staff be able to specify the Contact’s status for that relationship via a picklist, such as active and inactive. There are three possible relationships a Contact can have with our company. There is another requirement by the support staff for the other relationships… Continue reading Highlight Record Attributes Using Flow [Lightning Experience]