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
(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
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