This powerful clicks-not-code automation tool can automate actions in Salesforce and integrate with other systems without needing to write a single line of code. In this article, we will explore the world of Screen Flows and dive into some of the components that are available out of the box...
Change the formatting of the text so that the font is Salesforce Sans and the size is 14. Change the formatting of the first line to make it bold and bright red, so that it stands out from the rest of the text. Add Questions Next, let’s add the questions for the support agent to...
Formula: IF({!CloseCase.value} = TRUE, "Closed", "New") You might remember that a best practice for formulas is to use them only when you can't get the result you need in any other way. Well, now we're amending that rule. In this case, we could use a Decision element and t...
By exercising those flow muscles, you’ll be able to create a similar screen flow to the one Addison created in no time! Create your screen flow and share it with us on Twitter @SalesforceAdmns. We want to see those screen flows! Resources YouTube: Automate This! Series Salesforce ...
Screen Flows have become an indispensable tool for Salesforce admins and developers to quickly construct guided wizards, prompts, input forms, and more without writing code. However, when it comes to look and feel, the default styling for displaying things has limited options and may not match ...
With the new Flow Builder generally available this spring, Admins all over have been getting hands-on and building flows. Flow Builder is a hugely powerful tool that can help both Admins and Developers build solutions on the Salesforce Platform fast! Being able to leverage this tool is just...
Step 1: Salesforce Flow – Define Flow Properties ClickSetup. In the Quick Find box, typeFlows. SelectFlowsthen click on theNew Flow. Select theScreen Flowoption and click onNextand configure the flow as follows: How do you want to start building:Freeform ...
Join Flow product management as we walk you through how to convert those old screen flows into more dynamic and efficient guided experiences using the latest Screen Flow features.
If your employees work in Salesforce, Marketo, Netsuite, or any other web-based application, you can push specific documentation to those applications so that when end users have questions about policy or procedure, they can check the browser extension for suggested articles. ...
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