The Use Case The customer wanted to update several fields on the related Case that tracked whether the person responded to the latest survey, and then update the Case status appropriately based on a specific question’s response. They also wanted to send an in-app alert to a Queue if the person responded extremely negatively to […]
I’ve seen quite a number of people asking how to drive automations using Salesforce Surveys and Flow and thought I would share a solution I’ve used in a recent project that utilizes Custom Metadata records to intelligently drive automation based on specific responses. First, I will say that for basic automations the Surveys add-on called […]
The Flowcast is an attempt to summarize the key posts and community developments around Flow in a ‘bite-size’ format each month. I just posted the newest Flowcast for July & August – I hope you enjoy it! Check the video comments for hyperlinks to the various articles.
Jonathan Gillespie, author of the amazing Nebula Logger, enhanced his Custom Metadata Saver package to include a nifty datatable that allows in-line editing of custom metadata records in the system. This can serve has a handy tool for admins and power users that need to make frequent changes to Custom Metadata records – as making […]
Check out the Flowhana’s contributions for the month of June in the latest Flowcast video!
Check out my newest post on the #AwesomeAdmin Success Blog highlighting even more Flow best practices and standards. It even includes a handy checklist at the end for you to run through after making a Flow: https://admin.salesforce.com/blog/2021/the-ultimate-guide-to-flow-best-practices-and-standards
Check out my recent post on the official Salesforce Architect Medium blog channel around Flow! Thank you to the Salesforce Architect Relations team for the help in getting this out the door!
Like the previous month I highlight a bunch of components, articles, and actions featured here on UnofficialSF – check it out in the link below! See below the video for links to each of the articles mentioned – enjoy! Eric Smith – Datatable Updates Now supporting Picklist Field Edits! https://unofficialsf.com/datatable-now-supports-picklist-field-edits/ 3.2.1 Release https://unofficialsf.com/latest-release-notes-for-the-datatable-component/ Various – […]
Hayes Davis, Co-founder of GradientWorks, has posted a great walkthrough on how to utilize CPEs to help admins get more out of Invoked Actions and Screen Components in Flow. Check it out! https://www.gradient.works/blog/custom-property-editors-salesforce-flow
Much like last month’s ‘Flowcast’ – I highlight a bunch of components, articles, and actions featured here on UnofficialSF – check it out in the link below! The description in the video has links to each of the articles mentioned – enjoy! Alex Edelstein – Summer 21 Release Updates for Flow https://unofficialsf.com/summer-21-flow-preview/ Alex Edelstein – […]