The recent addition of Prompt Builder to the Salesforce admin toolbelt allows admins to use Einstein generative AI with Salesforce data. I set out to learn some of this new functionality with a fun little use case: generate an outfit recommendation based on the current weather conditions for the current contact’s mailing city and use […]
When Winter ’23 release arrived, it brought with it Data Table and IN operator. I was excited to use them and wrote a blog on how it helped me solve a use case that was not possible to achieve with standard reports. I was happy with the 7 steps flow I created to achieve thisNow, […]
With the Spring 23 release, screen flows in Slack will be generally available. I set out to explore one use case. Approvals in Slack are currently possible but have some limitations I wanted to see if I can improve on that by using a screen flow in Slack. This blog will not cover the initial […]
The Winter ’23 release brings with it some very nice additions to flows. I set out to try out the new features with a use case that was impossible to do before without resorting to custom functionalityUse Case: Display all open opportunities for a selected user who is on the account team.Problem statement: Since both […]
Salesforce Labs has published a new flow screen component that has 6 different indicator types to let users know where they are in your Flow-based process. In the spirit of Salesforce Labs, they are also allowing access to the source code. Here are the installation and configuration instructions Check it out
Currently there are two ways you can launch a flow orchestration: using a record trigger, or auto launch from Apex, But what if I want to be able to launch an orchestration from a button and mimic the good old “Submit for Approval” button? I looked at alternative ways to start orchestrations, and this is […]
I was eager to test the new flow orchestrator and found a use case to try. When a user submits a case to be provisioned as a partner user, we need to process two manager approvals and then provision the contact and the user under the partner account. I built an orchestration to complete the […]
Yumi Ibrahimzade from the blog Salesforce Time has written a post explaining how to use flow to add a mass delete button to a list view. Pay special attention to the second solution that avoids performing DML inside a loop by using a custom action that can be found in the collection actions here on […]
Amit Singh from the blog SFDCPanther.com has written a post explaining how to create a LWC that will enable a Rich Text Area component in flow screensCheck it out
Dynamic Forms are the modern way to display record detail information to the user. They enable better control and new functionalities for record pages:1. Show or hide sections based on criteria2. Multiple column layouts3. Separate sections in different tabs The initial implementation of Dynamic Forms is available for Custom Object via App Builder. There’s also […]