How To

Highlight Open Cases on the Contact Record [Lightning Experience]

This is the last of four separate posts that will cover each record attribute shown on the flow screen on the Contact record. Previous blog posts: High level overview of individual posts: Highlight Record Attributes Using Flow [Lightning Experience] Highlight Account Record Attributes on the Contact Record [Lightning Experience] Highlight Account Contact Relationship Attribute on… Continue reading Highlight Open Cases on the Contact Record [Lightning Experience]

How To

Highlight Open Opportunities on the Contact Record [Lightning Experience]

This is the third of the four separate posts that will cover each record attribute shown on the flow screen on the Contact record. Previous blog posts: High level overview of individual posts: Highlight Record Attributes Using Flow [Lightning Experience] Highlight Account Record Attributes on the Contact Record [Lightning Experience] Highlight Account Contact Relationship Attribute… Continue reading Highlight Open Opportunities on the Contact Record [Lightning Experience]

How To

Highlight Account Contact Relationship Attribute on the Contact Record [Lightning Experience]

This is the second of four separate posts that will cover each record attribute shown on the flow screen on the Contact record. Previous blog posts: High level overview of individual posts: Highlight Record Attributes Using Flow [Lightning Experience] Highlight Account Record Attributes on the Contact Record [Lightning Experience] Here are a few lessons learned… Continue reading Highlight Account Contact Relationship Attribute on the Contact Record [Lightning Experience]

How To

Highlight Account Record Attributes on the Contact Record [Lightning Experience]

This is the first of four separate posts that will cover each record attribute shown on the flow screen on the Contact record. Please read the blog post “Highlight Record Attributes Using Flow [Lightning Experience]” which provides a high level overview of the individual posts. Here are a few lessons learned from implementing this use… Continue reading Highlight Account Record Attributes on the Contact Record [Lightning Experience]

How To

8/4/17 Automation Hour – This One Is For You!

I presented at today’s Automation Hour, delivering a presentation on the basics of flow, with┬ábeginner examples of how to use flow, offering my 10 flow tips and tricks as well as providing some visual workflow resources to get flow newbies started on their journey. I want to take a few minutes to thank you for… Continue reading 8/4/17 Automation Hour – This One Is For You!

How To

Highlight Record Attributes Using Flow [Lightning Experience]

For one of my projects, there is a requirement that the support staff be able to specify the Contact’s status for that relationship via a picklist, such as active and inactive. There are three possible relationships a Contact can have with our company. There is another requirement by the support staff for the other relationships… Continue reading Highlight Record Attributes Using Flow [Lightning Experience]