When you’re building a Salesforce flow, there are often times where you’ve got a collection of items and you want to perform a specific action or check an individual item. For example, let’s say you wanted to create a number of tasks related to a record when users made selections o...
Flows are a way for admins to build custom automation in Salesforce. This automation can be triggered by something a user did, like clicking a button or modifying a field. It can also be triggered to run on a certain day and time. There are a lot of options when it comes to creating...
Introduced in Salesforce Winter ’20 release, Schedule-Triggered Flow in Salesforce is one of the many types of Flows that you can use to automate your business processes. You can set this Flow to run at a specific time at:Once Daily or Weekly...
in the salesforce help. when using the file-based metadata api to work with flows, consider that: you can’t use metadata api to access a flow installed from a managed package. flow filenames shouldn’t contain spaces, which can cause errors at deployment. heading and trailing spaces are...
For example, for service-related processes, you could provide full access for customer service reps to change the business process flow instance, but provide read-only access to the instance for sales reps so they can monitor post-sales activities for their customers. In the Security Roles ...
I'm going to write in hello there. And then if we scroll down a bit further, we can show the record of this email going out in salesforce. We could have this show up as a task or an email record associated with say, a contact or an account or the opportunity record that we have...
Now, when sales reps visit an opportunity page in Salesforce, they should see the Calculate Discount button at the top of the page. Create a Sample Opportunity There’s just one more thing to do before you can test the flow: create a sample opportunity so that the flow has something to...
Salesforce Structured Object (msdyn_salesforcestructuredobject) Salesforce Structured QnA Config (msdyn_salesforcestructuredqnaconfig) Saved View (UserQuery) Schedule (msdyn_schedule) Sdk Message (SdkMessage) Sdk Message Filter (SdkMessageFilter) Sdk Message Processing Step (SdkMessageProcessingStep) Sd...
Salesforce Help: Flow Action Considerations 实践挑战+500 分 准备好 您将在您自己的实践组织中完成此单元。单击启动以开始,或单击您的组织的名称以选择不同的组织。 您的挑战 Add a flow action to the Account Page Layout Add a flow action that references the "Hello World" flow to the default...
we can help. find critical answers for all things salesforce – search resources, browse documentation, log cases, and more. visit the help center company company our values our values we are guided by our values and strive to do well in business while doing good in ...