A customer recently had a pretty common partner management problem. Partners needed to submit a proof of completion before a rebate claim could be created. The proof was usually a PDF. Sometimes it was an invoice. Sometimes it was a completion certificate. Sometimes it was a document that looked right to a human, but still […]
Disclaimer: This is more of a thought exercise than a valid use case, and contains some anti-patterns. It is meant to give one an example of parsing a prompt’s output with Apex. Scenario From a screen flow on the account page, we want to surface a list of the top 5 best products most likely […]
How Playworks used Flow to replace multiple Visualforce pages and 1000s of lines of Apex code The use case comes from a pro bono project for Playworks. Playworks is the leading national nonprofit leveraging the power of play to transform children’s social and emotional health. They’re a great organization, and I encourage you to learn […]
If you need a primer on invocable methods or invocable variables, check out this blog. To keep things consistent, this post references the same Product Selector pro-bono project for Playworks. Here is the inner class of invocable variables. And here is the invocable method, which takes a list of Requests objects as an input parameter. […]
I’ve long been a fan of using invocable methods with flows. Today I’ll use a real-life scenario to explain the importance of using invocable variables as well. We’ll start by looking at the anti-pattern of a standalone invocable method, then we’ll follow best practices and refactor the solution into an invocable method plus invocable variables. […]