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Showing posts from 2020

Flow Bulkification | Mass Update Records from Flows in Salesforce

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Update Multiple Records in Flow Salesforce . In this post we will talk about ways to Bulkify Flows to Update Multiple Records   .This is also known as Flow Bulk Update or Bulk Update / Mass Update of Records using Flows . Concept of Salesforce Flow Update using Record Collection Variable will be explored in this post. We will also see how to use Salesforce Flow Loop Update Records feature. Also, we'll talk about some Flow Loops Best Practises. 

Flows | Display Clickable Image with URL Link on Screen Flows

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Navigate to an URL by clicking an Image in Salesforce Screen Flows. In this post we will see how to add and Display Image on a Salesforce Flow Screen. Also, we will make the Image in Screen Flow Clickable to navigate to a web page or a URL link. We will be first adding  Image on a Salesforce Flow Screen and then embed a Link url to it. This will make the Flow Image Clickable to navigate to any URL.  We will achieve this clickable image on the Flow Screen without writing any code or adding any Lightning Component.

Spring '21 Flows | Is Changed in Record Triggered Flows using Prior Value

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Is changed in Flows Salesforce and Prior Value in Flows :  Spring' 21 Salesforce Release has introduced a new and exciting Flow feature which is Record   Prior Value variable in Record Triggered Flows. This basically means that now we can see and use the Old Values (old field values) of the Record that fired the Flow and Compare old and new values of record in Record Triggered Flows . Salesforce Flow Prior Value feature can be used for many use cases and scenarios which were previously only possible using an Apex Trigger. In this post we will see the  use of  Prior/Old Record Value variable using an After Update Record Triggered Flow . We will implement  Is Changed   in After Update Record Triggered Flow .

Salesforce Flow Loop Basics | Clone or Share Files using Flows

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How to Copy a File from one object to another using Flows in Salesforce? How to copy a File Link from one Record to another in Salesforce Flow? In this article we see how to use Loops in a Flow and how to use Assignment Elements in a Flow through this Use Case -  Share or Copy a File from one Record/Object to another in Salesforce . Basically, we will see how to Share a specific File with Multiple Records which also includes a way to Copy a File from One Object to Another in Salesforce .There are many ways to achieve this (like using Apex etc.), but we will do File Sharing / Cloning  using Flows . In this article, I will use an After Update Record Triggered Flow  to show this use case.

Salesforce Spring '21 Release Preview | Latest Flow Features

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Salesforce Spring '21 release is around the corner. Let's see some of the New and Latest Flow Features to be included in Salesforce Spring '21 release to get ourselves excited. This article covers Top Flow Features in Salesforce Spring'21 Release from Spring'21 Release Notes. This is a complete  Spring '21 Flow Features and Enhancements Preview and Teaser . We will check some of the new and latest Flow Builder capabilities expected and included in Spring 21 Salesforce Release . 

Flows | How to Send Custom Notifications from Flow

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Custom Notifications from Flows Salesforce :  In this post we will see how to use or Send Custom Notifications from Flows in Salesforce. We will combine two new and powerful features of Salesforce i.e.  Record Triggered Flows and Custom Notification Builder  to make life easier for End Users so that they are able to keep a track of important events/notifications/updates on records that they are working on. 

Test and Debug Record Triggered Flows in Salesforce

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In this post we will use a simple hack to Test and Debug Record Triggered Flows in Salesforce. This debugging hack will work for After Insert Flows, After Update Flows and Before Delete Record Triggered Flows. We will see how to easily get Debug Logs or Flow Execution Logs while Testing Record Triggered Flows.

Use Flows to Track Unread Emails on Cases in Salesforce

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In this post we will see how to track or check Unread Emails or New Emails on Cases in Salesforce. This will help users working on Case Management or Service Cloud to keep a track of Cases on which new Emails are received from customers and needs their attention. Users can easily Check if a Case has New or Unread Email even from List Views directly using this approach. 

#Journey2Salesforce : Get your First Salesforce Job

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Looking to start a career in Salesforce or want to land you first Salesforce Job ? Want to know how to study and where to apply to get your first Salesforce Opportunity? Or are you looking to get back into Salesforce Ecosystem after a break? Or maybe you are wondering how to Switch to Salesforce? If these are the questions in your mind then be ready to find the answer here.

Flows: Keep Screen Flow in Sync with Record Data on Lightning Record Page

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In this post, we will see a way to keep Salesforce Screen Flow data in Sync with Record Data on a Lightning Record Page. We will do this by Using / Embedding Flow inside a Visualforce Page. We will also checkout a way to reload a Lightning Record Page after Screen Flow is Submitted / Finished.

Winter '21 | Before Delete Flow - Hands-on

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In this article we will see the capability of Before Delete Record-Triggered Flows. Before Delete Flow is the latest addition to the Record Triggered Flow capability and is introduced recently in Salesforce  Winter '21 release . 

Salesforce Winter '21 Release Preview | Latest Flow Features

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Winter '21 is coming. Let's see what to expect in terms of new  Flow Features and Enhancements in Winter '21 Release.   This is just a  Winter '21 Flow Features Preview.

Salesforce Flows | Consider Implementing a Kill Switch Design for Flow (On/Off Switch)

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In this post we will see why we should consider to create a Kill Switch or an On/Off Switch for Salesforce Flows. Also, we will see one of the potential (many) ways to create this Kill Switch or On/Off Switch for Flows .This can be useful specially for Record Triggered Flows(After Save, Before Save and Before Delete Flows ). 

Flows | Show Animations in Flow Screen using GIFs

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In this Post, we will see how to show Animations in  Salesforce  Flow using Flow Screen. We will show animations using GIF files in a Screen Flow.

Flow Basics | Bulkify Flows to Insert/Create Multiple Records

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In this post, I will be showing how to Bulk Insert Records using a Flow in Salesforce. We will Bulkify Flow to create Multiple records of an object at once instead of creating them one by one inside a Loop. 

Salesforce Flows | Run Flow from URL and Set Flow Input variable values using URL

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In this post I will discuss about how to run or fire Flows in Salesforce from URL. We will see how to pass and set Input variable values of a Flow using URL. Also, we will get an idea about how to fire a Flow from a Custom Button, Web Tab and even from a Formula Field. Yes, that's right a Formula Field.

Flows | Use Hierarchy Custom Setting in a Lightning Flow

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In this blog, I am going to show how to use Hierarchy Custom Setting in a Flow. We will see how to avoid Hard Coding values in a Flow which frequently change. Also, we will see how to maintain different values for a same parameter for different profiles/users using custom settings.

Salesforce Flow Examples : Flow Use Cases and Scenarios

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In this article, I am summarising different Flow types in Salesforce and Examples of Salesforce Flows. This post has links to all my Salesforce Flow Examples and Salesforce Flow Tutorials. These Flow Examples Salesforce include Flow Builder Examples of Auto Launched Flows, Salesforce Record Triggered Flows (Before Save Flows, After Save Flows, Before Delete Flows), Scheduled Flows and Screen Flows. These Salesforce Flow Examples should be helpful to Learn Salesforce Flows and explore some practical Flow Use Cases . All Salesforce Flow Tutorial Posts include Flow Tutorial Videos and Flow Creation Steps in detail. 

Flows | Use Loops to De-Duplicate collection variables in Flow

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In this article, I am going to show how to remove duplicates or common values from collection variables in Salesforce Flows using Loops.

Flows | Remove Duplicates from Collection Variables in a Flow

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In this article, I am going to show how can we remove duplicate records from collection variables or de-duplicate collection variables in Salesforce Flows.This is a pure declarative approach as now we have some Apex Actions also available.

Flows: How to use Flows for List View Records

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In this blog I am going to show how to use and call Salesforce Flows from list views. We will see how can we pass Selected records from a List View into a Flow in order to perform actions on multiple records like Mass Update,Mass Delete or Insert etc.

LWC | HTTP Callouts from Apex Controller

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Lightning web components Apex Callouts. In this post, I am going to show how to make callouts (REST API or HTTP) from LWC (Lightning Web Components) from Server-Side controller (Apex Controller) in Salesforce. 

Screen Flows | Clone Records using Flows

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In this blog I am going to demonstrate how to Clone Records with all the field values using Screen Flows and Auto-Launched Flows in Salesforce. By the end you will get good idea  about some of the features of Screen flows, Auto-launched flows and how to join flows.

Assign Tasks to Queue in Salesforce

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After Spring'20, we are now able to Assign Tasks to Queues and Public Groups in Salesforce. Cool! Isn't it? A simple and efficient way to boost productivity. Gone are the days when we had to create duplicate tasks for different users. Simply create a Group or Queue and assign Tasks to a group of Users! Checkout other useful blogs here:  https://accidentalcodersf.com

LWC | HTTP Callouts from Client-Side Controller

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In this post I am going to demonstrate how to make HTTP callouts from LWC (Lightning Web Components) from Client-Side controller (Javascript).

Flows | Do Validations Using Before Save Update Flow in Salesforce

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In this article I am talking about Before Save Flow in Salesforce.We will see how can we use Before Save Update Flows to fire Validation Rules and perform complex data validations without custom code.

Callouts from LWC | Movie Database App

In this blog I am trying to show how to make HTTP callouts from LWC (Lightning Web Component) from Client Side Controller (Javascript).  Callouts from Javascript in LWC Bored of Lockdown? Can't decide what movie/series to Watch? Too many Options? Let's make that decision a bit easier. Search for any Movie or Series and find out all the details including Ratings from IMDB, Rotten Tomatoes and Metacritic. Try this App created using LWC(and HTTP callouts from LWC).   Checkout the full code here:  CODE AND STEPS  https://accidentalcoder.blogspot.com/2020/06/lwc-callouts-client-side.html TRY THE APP BELOW 

Flows | Upload File using Flow in Salesforce

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Salesforce Flow File Upload In this blog I am going to show how to Upload Files using Flow Builder in Salesforce. We will also see how to use Screen Flows to create Record Create Forms.

Salesforce LWC : Create a Star Rating Component using LWC

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LWC SALESFORCE: CREATE A STAR RATING COMPONENT USING LWC Star Rating using LWC This blog is to demonstrate how to create a basic Star Rating Component with LWC. Use Case/ Problem Statement: A Rating Component is required for a Food Delivery business so that users/customers can provide rating on different parameters and we can get and store user's rating input values in Salesforce. This component must be usable on Salesforce Community pages (login based or public). Solution: We will create the Star Rating component using Lightning Web Components which can be easily hosted on community pages. Since we will use LWC this will be fast and highly customisable.  There are many ways to achieve this using HTML,Javascript and CSS and there is lot of material and sample code online in various developer forums. But for someone like me who isn't from a web designing or Javascript background it was a bit difficult to find a simpler and easy to use version of html an

Salesforce Flows: Mini App developed using Salesforce Lightning Flows

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Salesforce Lightning Flows: Easy and Powerful Where will you love to Fly Post Lockdown? Checkout a simple Travel Survey App created using Screen Flows and nothing else. This is to showcase how simple and powerful flows can be. I will be posting about how I created this in my next blog!Till then checkout the power and simplicity of Lightning Flows! Click here to Checkout Survey App & Demo! Please Subscribe or Follow for future updates as I am planning to share more stuff around Flows,LWC and Salesforce in future. A bit of motivation and encouragement goes a long way. Subscribe using your email at the top of the page.  

Salesforce Flows | After Save Update Flow

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In this blog I am going to talk about the After Save Flow in Salesforce. These are the latest addition in Flow Trigger capability of Salesforce. Salesforce Flow Triggers : Create Record Triggered Flow that Run After Save Salesforce Summer'20 release is here with many exciting features and enhancements and as always we have all the reasons to be excited. Continuing on my Flow Series, in this blog I am going to showcase one of the most exciting enhancement to the flow capability in this release- Automated Flow Triggers - To perform automatic actions after a record is saved.  Gone are the days when we had to write triggers or multiple process builders or a combination of flows and process builders for every small automation. Most of the not so complex use cases can be easily achieved now by creating flow triggers. In the previous release, Salesforce introduced  Before Save Trigger option for Flows which is great for validations and updates before saving the record. B

Schedule Flows | Send Emails using Flow in Salesforce

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In this blog I am trying to showcase one powerful and useful feature of the flows i.e. Scheduling Flows.We will see how to Schedule Flow in Salesforce Though this blog is mainly about Scheduling Flows, but we can get an idea about three important things here:        1. How to Schedule Flow in Salesforce?        2. How to Send Emails from Flows? Some Background:  Scheduled Flows were released in Winter ‘20. They give you the ability to run an auto-launched flow (one that doesn’t have a user interface screen) on a daily or weekly schedule. Sample Use Case: As a Customer service manager/supervisor who is not using Salesforce actively, I want to receive an email daily with information like total open cases(if there are any), closed cases etc. in the Salesforce org. For the scope of this blog, I am only considering the count of open cases scenario but same can be customised and enhanced to include any other details as well. Overview of the Solution:

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