Entries by Alex Edelstein

Upsert Records Now Can Take a JSON String

The upcoming Quick Records use case enables the user running the flow to specify an object then and there. To make that work, some of the components have been enhanced to support an alternative JSON input solution. For Upsert Records, this takes the form of two new optional inputs: serializedRecordData text. This should be a […]

New Wiki Home Page: Dynamic Forms for Flow

A new page has been created to aggregate information about Dynamic Forms for Flow. Now that picklist support has been added, many objects can now be created and updated purely with easy-to-configure fields and without using the traditional flow components. Learn more: As a reminder, the Flow wiki contains persistent information on a topic-by-topic basis. […]

Validation in Flows – Overview

Validation refers to checking values before proceeding, to validate that the values meet the flow’s requirements. Validation logic is executed when a user runs a flow, but it can be created in a couple of different places. Creating Validation in Flow Builder at ‘Design-Time’ Currently, validation support is uncomfortably inconsistent in Flow. The original set […]

Tracking Consumption of NBA Requests

Track consumption of NBA requests in your org in the Setup –> Company Settings –> Company Information page. There are two published metrics: In the Usage-based Entitlements section, you’ll find ‘Maximum Next Best Action Requests available’: This will show, in the Allowance column, the sum of the 5000 monthly ‘freemium’ org allocation and any allocation […]

Spring 22 Sneak Preview: Flow, Orchestrator & Next Best Action

Compiled this time as a collaboration between Alex Edelstein and Adam White. Here’s what you can look forward to on Spring ’22. Try it out here: https://www.salesforce.com/form/signup/prerelease-spring22/ Salesforce Orchestrator Goes GA New enhancements in Spring ’22: Assignment to Queues and GroupsWork Items can be assigned to multiple users Reassignment of Work ItemsAllow users to reassign […]