Extending Flow Overview Video
Hi everyone! I recently worked on a video to help give an overview on when and why you might use Flow extensions. I also cover some good sample scenarios using various actions and also cover some lessons learned.
Check out the summary (with helpful clickable timestamps) below!
Here’s the video:
Slides (with the hyperlinks to the actions / other URLs) are here: https://docs.google.com/presentation/…
- Intro – https://youtu.be/hIFPtwHs2TE?t=0
- When and why you’d use custom actions and components – https://youtu.be/hIFPtwHs2TE?t=34
- The rise of the ‘Developer Multiplier’ – https://youtu.be/hIFPtwHs2TE?t=258
- Scenario 1 – https://youtu.be/hIFPtwHs2TE
- We need a slick choice of buttons that then shows a list of filtered records for the user to choose from and do something with those records
- Actions / Components: QuickChoice, Datatable, SOQL Datatable
- Scenario 2 – https://youtu.be/hIFPtwHs2TE
- You need to update over 5,000+ records in a screen flow – the value is a multi-select picklist
- Actions / Components: GetPicklistValues, DualListBox, MapCollection, MassTransactor
- Scenario 3 – https://youtu.be/hIFPtwHs2TE
- You need to easily create a bunch of junction records from a record page and check for dupes
- Actions / Components: FindCommonAndUncommonRecords (made by me!), GenerateCollectionReport
- Gotchas & Due Diligence – https://youtu.be/hIFPtwHs2TE
- Talking with your stakeholders/clients/customers about low code options – https://youtu.be/hIFPtwHs2TE
- Where to find components and get help – https://youtu.be/hIFPtwHs2TE