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Showing posts with the label Lightning Flows

Flows | Use Flows to Bulk Update Records from List View in Salesforce

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How to use Screen Flow as a List View Button to Edit Multiple Records at once in Salesforce? In this post we will see how to use a Screen Flow in a List view in Salesforce. There are many use cases where you need to perform some custom action on multiple records in a List View in Salesforce. We will see how to create a custom List View Button using a Screen Flow in Salesforce to perform actions on multiple selected records at once. We will see how to Pass Selected Records from a List View to a Flow . Based on these passed records from List View to a Screen Flow, we will just use the Flow to do perform desired business logic.

Salesforce Flows - Use Not Contains, Not Starts With and Not Ends With Operators in Flow

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In this post we will see how to use Not Contains (Does Not Contain)  function or operator in Salesforce Flows. Also, we will see a Workaround to use Not Starts With and Not Ends With operators in Salesforce Flows. All these operators are not available directly in Flow Elements but we can use Custom Condition Logic in Flows to implement these. We will go through an efficient "Does not Contain" workaround  by using  Custom Condition Logic in Salesforce Flows. If you work on Flows in Salesforce, you might have come across scenarios where you need to put/use condition logics to filter data like : checking if a particular field contains some particular text or if value of field starts or ends with a particular text or number. These are useful and powerful operators while working on Flows in Salesforce and are available to apply in Flow Elements directly.  But what if you wanted to check the opposite of it? Somebody messaged me directly to get answer to this so I thought...

Salesforce Summer 21 Release Preview | Latest Flow Features

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Salesforce Summer '21 Release is here soon. Let's see some of the Latest and New Flow Features and Enhancements in Summer 21 Salesforce Release. This post is to give you an idea about the New Flow Features in Salesforce Summer 21 Release.

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. 

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.

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. 

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.

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.

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.

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.

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.

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