The SetupViaFlow app has been enhanced to support bulk picklist value management, addressing parts of a long-standing feature request. The app provides the following functionality: For custom picklist fields you’ve created yourself, you can Activate and Deactivate picklist values but you can’t delete them. For standard picklist fields, you can’t do anything. This feature set […]
About Alex Edelstein
Alex Edelstein is a product manager at Salesforce. Any views expressed here, however, are his own and not those of Salesforce.
Entries by Alex Edelstein
This new extension provides support for: Post Message to MS TeamsCreate Teams ChannelInvite User to Teams ChannelKick User from Teams ChannelDelete Teams Channel Post Message to MS Teams The Message data structure is discussed here: https://docs.microsoft.com/en-us/graph/api/resources/chatmessage?view=graph-rest-1.0 Input Properties subjectbody Output PropertiesmessageIderrorText The only Teams inputs we will support in this first version are Subject and […]
Suppose that you have an NBA recommendation strategy that runs on Account record pages, generating insights and recommendations specific to a given account. Your salespeople have 50 accounts, and they don’t want to have to manually visit every account page each day to see if there’s something new waiting for them there. What do you […]
The Service Cloud team has been working to deliver Flow Actions that route cases by tapping into agent skills. This functionality is available today in Service Cloud in a non-Flow way, but the new extension to Flow allows customers to customize this functionality to an unprecedented degree. Check out this mammoth 3-part preview from leCharles:
Swarming refers to the assembly of a group of collaborators to team up to solve a problem or work an issue. The recently published Slack Actions can be combined with Record-Triggered flows to automatically generate dedicate Slack channels (think ‘deal rooms’ or ‘case rooms’) when records are created or change to a particular state. The […]
The Collection Actions package of utility actions now has a new action that takes a collection of recordIds (i.e. a List of Strings) and returns the corresponding records. It carries out a SOQL query and obtains the fields that you specify by name. In this example, I start out with a collection of AccountTeamMembers to […]
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 […]
Check it out!
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 […]
Sheshant blogs via Salesforce Binge, and has posted an installable action that lets you build up IN queries using Assignment elements: It’s a nice addition to SOQL support extensions, which currently include: A Graphical SOQL Query Builder for Flow, plus an Execute SOQL Action Execute SOQL V1.2: Handles Flow Dates Properly and works with Flow […]