How To

Blink & You May Have Missed This Hidden Gem: Get Count Via Flow Assignment

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

How To

Flow ‘Em That Progress

(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

How To

Show More Information in a Flow Screen using Dynamic Record Choice

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

How To

Remove a Contact from Campaign(s) When Opt Out Marketing Campaigns

(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