How To

Build a Search Tool Using Flow

This blog post was inspired by a flow question asked by fellow MVP Toya Gatewood. This one’s for you, Toya! Here are a few lessons learned from implementing this use case: Create an interactive flow with dynamic record choice and loops. Learn how to invoke a flow and pass parameters into a flow from a custom… Continue reading Build a Search Tool Using Flow

How To

Create a Person Account For New Email-to-Case

This blog post was inspired by Randi Thompson. Here’s to you, Randi! Here are a few lessons learned from implementing this use case: Learn how to invoke flow from process builder. Use custom labels to avoid hardcoding Salesforce record type Ids in flow. Provide descriptions, where provided, in Salesforce. This may be tedious step, I… Continue reading Create a Person Account For New Email-to-Case

How To

Excerpt from SED17 Presentation: Visual Flow Tips & Tricks

At Southeast Dreamin’ 17, I delivered a presentation called “So, You Want to Go With the Flow But Don’t Know How?” In that presentation, I reviewed 10 tips and tricks for those who are starting out with visual workflow. Here they are… 1. A flow can only perform an operation if the running user has permission to… Continue reading Excerpt from SED17 Presentation: Visual Flow Tips & Tricks

How To

Automated Cleanup When User Is Deactivated – Assign to an Inactive User Profile and Remove Role

Here are a few lessons learned from implementing this use case: Automate the profile assignment and role removal of a deactivated user via process builder. Use a custom label to store the profileID for the Inactive User profile versus hardcoding the ID in your process builder.   This blog post was inspired by Ashley Papp who… Continue reading Automated Cleanup When User Is Deactivated – Assign to an Inactive User Profile and Remove Role