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)

How To

Before and After Look at Flow in Cloud Flow Designer vs. Flow Builder – Multiple Records

The new Flow Builder is coming in Spring ’19 to replace the Flash dependent Cloud Flow Designer interface to create and manage flows. Note: I cover the high level summary of the differences between Cloud Flow Designer and Flow Builder in my blog post: Move Over Cloud Flow Designer, Here Comes the New Flow Builder. Let’s take… Continue reading Before and After Look at Flow in Cloud Flow Designer vs. Flow Builder – Multiple Records

How To

Before and After Look at Flow in Cloud Flow Designer vs. Flow Builder

The new Flow Builder is coming in Spring ’19 to replace the Flash dependent Cloud Flow Designer interface to create and manage flows. Note: I cover the high level summary of the differences between Cloud Flow Designer and Flow Builder in my blog post: Move Over Cloud Flow Designer, Here Comes the New Flow Builder. Let’s take… Continue reading Before and After Look at Flow in Cloud Flow Designer vs. Flow Builder

How To

Move Over Cloud Flow Designer, Here Comes the New Flow Builder

In Spring ’19, Salesforce is replacing the flash Cloud Flow Designer tool for creating flows with the new non-Flash Flow Builder. Cloud Flow Designer: Flow Builder: While the preference is for you to create/manage your flows in the new Flow Builder, for the time being, you do have the option to manage or create flows… Continue reading Move Over Cloud Flow Designer, Here Comes the New Flow Builder

How To

Slide to the Right, Slide to the Left – Use Sliders to Let Users Visually Specify Value

[Note: The following use case is written for use in Lightning Experience. However, you can use the flow slider feature in Cloud Flow Designer in Classic too. You can create flows with the flow slider in Classic, if enable the lightning runtime in the Process Automation Settings screen.] You can now allow your users to… Continue reading Slide to the Right, Slide to the Left – Use Sliders to Let Users Visually Specify Value