Learn about Apex-Defined Types: the Glue between External Services and Flow
This is the original material on Apex-defined Types. Excellent reading for External Services users.
Entries by Alex Edelstein
Getting a SessionId into a Lightning Screen Component
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 […]
Items To Approve, Improved
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 […]
New Flow Webinar: Collection Actions, Before Save, Recent Extension Highlights
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!
SOQL Builder 1.1 Adds Related Fields and More
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 […]
Preview Template-Driven Emails In Flow with Email Composer by Surendranadh Nune
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 […]
Jodie Miners turns her gaze to Before-Save Flows
She should send an invoice to Salesforce for providing analysis of this depth & quality. Check it out.
A Graphical SOQL Query Builder for Flow, plus an Execute SOQL Action
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 […]
Advanced NBA: Using Apex Actions to Empower Team Manager to Set Team Priorities via Next Best Action Recommendations
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 […]
Sebastiaan de Man: Create Customized Knowledge Articles with Flow
Starting with a Salesforce Knowledge article, insert variables using the {!VariableName} convention like this: Create a flow that has these variables as … variables Use the recordId variable to get the KnowledgeArticle record, based on MasterVersionId: Get the fields to show: Set the variables with the values you need to use (I used default values […]