Collection Filter Overview A new out of the box collection processor element joins the fray! With the new Collection Filter element you will be able to pass in a collection of records and filter it down. But that’s not all. This element has a few superpowers: Simplified Flows: It allows the removal of loops, enabling […]
There’s a bug in Approval Process involving a feature that’s designed to auto-approve an approval request if a specified step entry criteria is not met. This post describes a way to work around that bug. This feature is normally activated here: When this feature works properly, you can see it displayed here: In certain situations, […]
You can create a Resolve Approval Request action that allows your flows to approve, reject or remove Salesforce approval processes. The action looks like this: Input Attributes action Supported values: Approve, Reject, and Removed (See this for more info). approvalRequestId This can be extracted from email notifications. See this. comments Text provided here will be […]
Suppose you have a message like this, generated from an email you’ve received… “User User has requested your approval for the following item: https://ruby-force-1213-dev-ed.cs97.my.salesforce.com/p/process/ProcessInstanceWorkitemWizardStageManager?id=04i0U000000e9je Please click this link to approve or reject this record. Thank you,Salesforce” …and you need to extract that recordId. In the scenario that inspired FindText, the goal was to use Flow to auto-approve the approval request […]
Two recent articles highlight new tools to connect AI predictions to Flow. This one is by Salesforce Director of Product Manager Bobby Brill: This one by Salesforce engineer Alex Rich focuses on the use of the PREDICT formula function. His example shows PREDICT being used in Validation Rules, but the same use case is pertinent […]
Suppose you want to recommend Accounts using Einstein NBA. You can build a list of Accounts and filter it, and then map the accounts to the recommendation format that the NBA Recommendation component understands. Users can then click to Accept or Reject those recommendations. Suppose you then want to generate a report to determine which […]
It’s always great to see someone like Tom go deep on the use of Flow for a particular corner of Salesforce. Enterprise Territory Management is a core element of Sales Cloud, and this Automation Hour shows how to automate easily. Check it out!
This is a memo from the Flow product team. Some customers have noted that, for some screen components, the behavior of the help text button recently changed from “hover to see help” to “click to see help”. Here’s some background behind that change. Originally, all Flow screen components supported formatting, embedded images, and embedded links […]
This video shows an actual orchestration created by Orchestrator product manager Abhishek Sharma in collaboration with pilot Orchestrator customer Eigensonne: In this demo, you can see Orchestrator’s new beta features, including autolaunched flow support and go-to connectors for routing to a previous stage. Learn more about Orchestrator.
Salesforce is currently piloting a feature called Reactive Screens that allows builders to pipe the output from one screen component to the input of another screen component on the same screen. Each time the source component changes its output, the target component dynamically updates and refreshes. To explore the possibilities of this, we created a […]