6/21/2020In this episode, Jennifer Lee talks about her experiences as a Lead Solution Designer at John Hancock. There are a lot of considerations when it comes to adding Flow into Salesforce applications and today, Jennifer helps us navigate through the different kinds of Flow and relevant use...
You need the package installed and we don't cover that installation in this badge. Let’s face it: Flows can be complex. They can contain a lot of moving parts and interact with nearly every aspect of Salesforce in some way. Even the simplest of flows can cause an error if ...
you may need one of those flows to run before the others. Perhaps you need one flow to edit a field before another flow uses it, or you want the related records that each flow creates to appear in a certain order. With Flow Trigger Explorer, you can change the order that flows run i...
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Global actions are now available throughout Flows, not just in Formula variables! Another minor tweak with a BIG impact! The example in the screenshot shows a User’s Last Name is the default value for the Last Name field in a screen flow. Thanks again, Salesforce!
“Retirement Timeline” for Workflow Rules and Processes for your reference. As an alternative to using this tool, you may want to consider another method for moving to Salesforce Flow: the Rebuild and Enhance method. I’ve written about this in the past, which you can read about in more ...
When transitioning to Salesforce Flow, these key strategies will help you design an efficient and future-proof automation system: Reuse Existing Email Alerts (Example:Send Anniversary Email) Email Alerts are commonly used in Workflow Rules and Process Builders, and Salesforce make...
Example {!$Flow.CurrentDateTime} => Click Save Flow Trigger Explorer Another powerful feature introduced in Salesforce Summer ’22 is the Flow Trigger Explorer. It gives a comprehensive overview of each record-triggered flow, helping you manage and troubleshoot flows more effectively. ...
了解如何在Salesforce Flow中使用Send Better Email来动态地发送带有附件的电子邮件。您可以使用这种方法来自动查找记录所附的文件。 视频中英文: Welcome to automation of the week. My name is Brian Hayes an…
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