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
(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
(This solution works in both Classic and Lightning Experience.) Your company is using Salesforce campaigns. You need to also give your contacts the ability to opt out of marketing campaigns. Currently, a contact who has opted out of marketing campaigns may be added to a campaign. The marketing user then needs to run a report… Continue reading Remove a Contact from Campaign(s) When Opt Out Marketing Campaigns
I am honored to be featured as a Salesforce Trailblazer App Dev Chef, where I share my Salesforce story and my recipe for the Key Information Surfacing App on the Lightning Platform using Lightning Flow and Lightning App Builder. Check it out!
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
Thank you, Elna Miller and Salesforce, for having me on Lightning Lounge for the presentation “Top Lightning Features in Spring ’18 with MVP Jen Lee.” In this Webinar, I share resources for learning about Lightning, give an overview of Automation Hour, talk about the Spring ’18 Lightning App Builder, Chatter and Lightning Components with Flows… Continue reading [Recording] Lightning Lounge: Top Spring ’18 Lightning Features with MVP Jen Lee