Entries by Alex Edelstein
New Guide: Triggering Refreshes
Next Best Action works best when it can react to changes in your Salesforce environment and produce a fresh set of recommendations. While you can always refresh your recommendations with a full page refresh, there are some other techniques that users and developers can use to make the process more subtle, automatic and responsive. Learn […]
Next Best Action: Introduction Video Session
This introductory session of Next Best Action was given at Dreamforce ’18, and features several powerful integrations from Cogito, Conga, nCino, and IBM
Salesforce Einstein Next Best Action “Getting Started” Tutorial Video
Want to get started with NBA? Check out this tutorial video.
Salesforce Flow Tutorials
Starting out with Flow? Here are some great introductions New! 6 New Videos to Help You Understand Flow Builder Home Pages Salesforce Admins Automation Page Salesforce Flow Developer Center Trailheads Trailheads for Flow Paid Courses Udemy Andy Utkan Videos – General Flow Learning from Salesforce: 5 New Videos to Help You Understand Tricky Flow Concepts […]
Introduction: Using Salesforce Flow With Quip
The new Quip Flow Actions for Salesforce Flow open up new ways to combine the shared, universal accessibility of Quip with the power of Salesforce. Video Installation Documentation Here are some examples: #1: Update Salesforce with Data From Different Quip Docs In this example, Quip docs have been created for different Salesforce contacts. One scenario where […]
Documentation for Flow Actions for Quip
Now you can add the power of Quip documents to your flows with the help of these useful actions. Introductory Blog Post Video Any action have at least two output parameters: IsSuccess, which shows if action was successful and ErrorMessage, that contains the meaningful explanation of what exactly went wrong in case of failure. The […]
Privacy Policy
Privacy Notice This privacy notice discloses the privacy practices for Unofficial Flow Actions. This privacy notice applies solely to information collected by this website. It will notify you of the following: What personally identifiable information is collected from you through the website, how it is used and with whom it may be shared. What choices […]
The Journey Begins
Thanks for joining me! Good company in a journey makes the way seem shorter. — Izaak Walton
New Flow Screen Components on the AppExchange: Swipey and Flow Magic
Some excellent screen components are starting to get published as Salesforce Labs packages on the new Flow Solutions section of AppExchange. These require no code at all. Swipey is essentially a Multi-Select Picklist control with a fun, visual swipe-left, swipe-right usage model: Flow Magic provides a way to create picklists that use images and icons. […]