From Yumi Ibrahimzade: Using Custom Settings for Flow Permissions
The world of configuring the right access to Flows is rich and evolving. This post on Custom Settings is a noteworthy addition to the canon: Check it out!
Entries by Alex Edelstein
From SFDC Panther: Sending Outbound Messages from Flow
Great new in-depth video on this new Flow feature:
From Khyati Mehta: A Detailed Walkthrough Video of How To Use Flow to do OmniChannel Skills-Based Routing
The Omnichannel team has been doing some leading-edge work exposing their capabilities as Flow Actions. Here’s a great new video: Check it out!
Solution: Extending ‘Limit Reoffers’ Capability
This request came in: I have a customer trying to implement limiting re-offers, but wants to have differing time periods based on whether a user accepts or rejects the offer. Specifically, a recommendation should appear after 6 months if the recommendation is rejected, and 4 months if the offer is accepted. This canbe done with […]
From The Wizard News: Migrating Workflow Rules to Flow
Check it Out!
From Tim Combridge & Salesforce Ben: An Orchestrator Overview
Another nice overview:
Automate Across Multiple Salesforce Orgs with “Run Flow On Another Org” Action
This extension installs a new flow action called ‘Run Flow on Another Org’ that makes it easy to automate across orgs. The basic idea is: Setup If you have two orgs that need this kind of integration, you probably already have them hooked up to some degree. But if not, you’ll need to create a […]
From James Simone: Create Powerful Rollups in your Flows with a Single ‘Perform Rollup’ Action
Author: James Simone A common question we see all the time when looking to roll data up is – “how do I easily roll up data when it’s not a Master-Detail relationship?” Previously, there wasn’t a good, free, flow-friendly and scalable method for doing so. The aspiring Flow acolyte might be tempted to think: “I […]
From Andy Schmiechen: An Introduction to Salesforce Orchestrator Webinar
Andy recently made this great presentation. It’s one of the first videos that uses the Winter ’22 Beta version, and it’s well worth watching. Note that because Orchestrator is in Beta now, everyone can try it out. It will be a paid product, but all orgs will get a freemium allowance. More on Salesforce Orchestrator