[Note: The following use case is written for use in Lightning Experience. However, you can use the Flow Toggle feature in Cloud Flow Designer in Classic too. You can create flows with the flow toggle in Classic, if enable the lightning runtime in the Process Automation Settings screen.] Lightning record pages are cool in terms… Continue reading Users Control Whether to Show/Hide Info with Flow Toggle & Component Visibility
This blog post was inspired by Trailblazer community member, KC Brotherton. Special S/O to Jason Teller, Salesforce Process Automation Product Management for the assist on the workaround. Many times, people leave a company and you need to update the record ownership to an active internal user. This process can be automated using lightning flow by… Continue reading Update Inactive User to Active User as Contact Owner
I was honored to guest present at a recent WIT Developers virtual meeting on the topic of Magnify the power of flow screens with lightning components. Thank you, sister Salesforce MVPs, Jessica Murphy and Rachel Watson, for having me. Until recently, when you built flows and hit a flow UI limitation, you would have to go the… Continue reading [WIT Developers Virtual Meeting Recording] Magnify the power of flow screens with lightning components
If you missed my recent Salesforce Admins Webinar “Advanced Automation with Flows and Custom Metadata Types” with Admin Evangelist Marc Baizman, now is your chance to catch up on the recording and deck. Recording: Deck: Advanced Automation with Flows and Custom Metadata Types
(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
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