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Navigate Everywhere – Flow Action

This action provides a range of navigation choices available in a single, straightforward navigation action for Flow. It provides support for navigation from a flow to: a record page (in edit or view mode) a new record form for an object a list view (object home page) a web page a related object list view […]

Get a Layout’s Field Names – ‘Get Layout Fields’ Action

With the publication of the RecordDetail flow screen component, it became easy to get flow to show any list of field names you choose to give it. In many use cases, you might want to leverage your existing Layouts, particularly in situations where you’ve customized layouts on a per-record-type basis. Other recent tools make it […]

Get the Layout Corresponding To a Specific RecordType/Profile Combination – ‘Get Layout By Profile and Record Type’ Flow Action

Layouts often differ substantially from recordType to recordType and from profile to profile. This action takes a recordTypeId and a profileId and returns that combination’s current LayoutId. One use of this is dynamically generating flow screen layouts with the RecordDetail flow screen component. To do this, after using this action to retrieve a LayoutId, use […]

Quick Choice – Improved Picklists and Radio Buttons for Flow

(Note: Running Summer ’20? If so, check out Quick Choice 2.0 with Custom Property Editor) Quick Choice is a flow screen component that provides some features that aren’t available in the current picklist and radio button implementation in Flow Builder. Features that it provides: Accepts as an input a pair of string collections. Can accept […]

Create a Flow Menu for System Admin Tools

System Admin Tools Menu Over time I have created a number of specialized Flows in my org for System Admins to help fix records or unwind certain processes.  I find these are a much safer way of keeping the data clean rather than trying to remember all the manual steps necessary to update records correctly. […]