As discussed in the Email Templates section of the Send Rich Email action, Salesforce Lightning Email Templates have an ability to merge data in dynamically, but it’s limited. You can only merge in fields from a core set of supported Standard records: Lead, Contact, User: What if you want to merge in additional dynamic data? […]
Michael Schmidt-Korth from Salesforce has published a nice updated comparison, complete with updated polar charts. Check it Out!
New blog post by Salesforce Flow Senior Product Manager Sam Reynard. Check it out!
You can provide Send Rich Email with a collection of Email addresses, but how do you get that information out of a Public Group? This new GetGroupInfo Flow action takes a group name or Id and returns a list of information about the Users in that group (and in any of the child groups that […]
Suppose you have a set of records and you want to insert them into an email message. To do this, you can use the updated GenerateCustomReport action to generate a chunk of HTML suitable for adding to the Body of an email action that supports rich text, like Send Rich Email. You pass in a […]
CommitTransaction is a simple Flow Action that works in Screen Flows and simply causes any open DML transaction to close. This is the same thing that happens whenever a Screen element executes or when a Flow ends. Having it in the form of this action allows you to close transactions in places where you might […]
There’s a more recent, more powerful version of this app here. Starting with Summer ’20, some Process Builder processes (which are technically Flows with process type ‘Workflow) can be converted to Flows of process type ‘Autolaunched’. The new flow shows up in Flow Builder and takes advantage of the new Record Change trigger that Flow […]
The Transfer Metadata component will retrieve or deploy a single piece of metadata to the org that the Flow is running on. It’s designed as a Flow Screen Component. Provide it the name of the metadata type (“Flow”) and the name of item (“MyFlowApiName”) and it will return the metadata as a zip file. From […]
iDialogue, from Pacific Apps, is a new AppExchange solution that provides powerful document generation tools for efficient communication with customers. They just published a 50 minute tutorial on how to use Flow and their Flow Action to automate these processes: Check it out!
Updated: 1/11/25 – Eric Smith – (FlowScreenComponentsBasePack v3.3.8 or later) Flow Combobox is a combobox that’s intended for use by developers who are building custom property editors. It’s not something you’d drop onto a flow screen. What it does is provide a ready-to-use combobox that’s smart enough to extract from the information provided by Flow […]