Peter Bender asked “What’s the best way with declarative automation to update the records on the other side of a junction object? For instance, if a change is made to an Opportunity, update a field on all Contacts related to that record via an OpportunityContactRole. “ The new Collection Actions capability in Spring ’20 provides an opportunity […]
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 is the original material on Apex-defined Types. Excellent reading for External Services users.
One of the more notorious hacks in Salesforce is the trick that needs to be used from inside Lightning to obtain the SessionId, which is not directly accessible for security reasons. The most popular approach involves creating a Visualforce page. I stumbled today across another approach that I wasn’t previously aware of. From a Flow […]
UPDATE: Also check out this alternative. The ItemsToApprove component can be placed on recordPages to provide a list of records that have been submitted for Approval: This component goes beyond the Items to Approve lightning component provided by Salesforce in the following ways: Restores missing columns from the Classic component, including Submitter, Submission Date, and […]
This is most in depth I’ve gotten on Collection Actions. I show how you replace looping structures with a single action. There’s also a great Before Save explanation and demo by my colleague Henry Liu, and a survey of recent actions and components. Also, and unusually, a full 30 minutes of Q&A. Check it out!
We recently published a component that generates SOQL queries, enabling users running Flows to build their own queries at run time. This package upgrades the component to version 1.1, adding the following functionality: You can now traverse to select related fields via relationships (example: [SELECT Account.Name FROM Contact…] An ‘Add All’ button lets you easily create the equivalent […]
This Email Composer component, available on AppExchange as an official Salesforce Labs package, is similar to the Send Rich Email action, but does a few unique things. It cleverly extracts the body text from an email template and displays it in the Flow screen, providing a preview mechanism. Commenters on the page report some challenges […]
She should send an invoice to Salesforce for providing analysis of this depth & quality. Check it out.
You can create an Action that executes any SOQL query it gets passed. The video below has a good introduction, but also check out this excellent demonstration of Execute SOQL being used with subqueries and merge fields and without a graphical front end. In this instance, an ExecuteSOQL action has been configured to take a […]
Next Best Action enables you to provide agents, salespeople, and other employees with a customized list of prioritized recommendations every morning. In this sample app, which can be installed as a package, prioritization of tactics is managed by service team leaders, who can establish and change the priorities freely without the involvement of admins. This […]