We’ve previously shown how you can take the official, out-of-the-box Next Best Action component and surface it in a Flow screen, where it will show recommendations. We wanted to support some additional use cases, though, so we’ve built a toolkit for complete customization of the Next Best Action presentation experience. This solution consists of two […]
When a record is submitted into an approval process, it gets locked. Sometimes it’s desirable to unlock the record manually. In Salesforce Classic, you do that via a button that shows up here: This button is not currently available in Lightning Experience, but it’s easy to add a quick action button to a record page […]
This component is similar to the built-in Display Text component, but instead of formatting your text statically using a toolbar, you pass it formatting instructions at runtime. This lets you change the look and feel of a block of display text based on something you’ve just learned upstream in the Flow. Attributes Attribute Type Notes […]
It can be tricky to get the right combination of defaults, initialization, and remembered values when users start clicking Next and Previous in a flow that has lightning components. Here’s some background and some guidelines to get the results you want. Types of Mapping Mapping is the process where the outputs from an ‘upstream’ Flow […]
The Flow Picker has been updated to allow the filtering of the list of flows so that you can see “show me just the screen flows” or “show me just the autolaunched flows”. Install the updated version here: https://unofficialsf.com/display-a-picklist-of-flow-names-with-the-flowlist-control/
Check it out.
A growing number of Flow components and actions involve selecting either 1) an object type (“Account”), or 2) a field name (“Account Number”) or 3) both. This Flow screen component provides a pair of picklists that you can drop into a screen that will show either the full set of available values in your org […]
In Salesforce Classic, you can manually control sharing on a per-Record basis for any object that doesn’t have Public Sharing Settings. You can then put a useful Sharing button on record pages. The different sharing permissions you’ve granted can then be managed: This feature isn’t available yet for Lightning so we’ve built a Flow Action […]
The Next Best Action component is available for use in Flow Screens. Learn more here. Additional tools for incorporating NBA Recommendations into Flow, including open-source components that can be customized.