Entries by Alex Edelstein

Integrate Slack using Flow Actions

Slack invocable actions provide portable functionality that can be invoked via REST or used as point-and-click building blocks in Flow Builder, Bot Builder, and Strategy Builder. Create Slack Channel Invite User to Slack Channel (up to 1000 user ID’s) Kick User from Slack Channel Post to Slack (both plain text and full Slack markdown) Archive […]

From Christopher Hickman, Advanced CPQ Productivity using Flow

Christopher has created two very detailed posts that show how Flow can help facilitate some advanced tools for Salesforce CPQ implementations. This article focuses on using Lookup Queries to calculate prices: …and this one involves using Flow to prefill fields in a guided selling process: I’ve long wanted to see someone apply Flow to the […]

Easily Indent Screen Fields

As of Spring ’21, you can combine Conditional Field Visibility with Multicolumn Screens to indent a block of child fields. You’ll see how applying Coditional Field Visibility to a Section allows an entire block of components to easily be turned on or off.

Send Survey Invitations with Flow

As of Spring ’21, there’s a new flow action that shows up if Surveys is enabled in your org, allowing you to use Flow to send your survey invitations: This initial release only takes a single recipient user, so it isn’t optimal for mass sends. It’s great for things like reminder messages. Mass Sending via […]

Great new Flow Deep Dive Intro with a Developer Focus

Mohith Shrivastava is one of our great developer evangelists at Salesforce with deep Flow know-how. He recently recorded a full hour of content on this topic as part of the weekly Developer Podcasts that Josh Birk is producing here. A lot of of our tutorials are either aimed only at admins or out-of-date or both, […]