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Automate Across Multiple Salesforce Orgs with RunFlowOnAnotherOrg Action

This extension installs a new flow action called ‘Run Flow on Another Org’ that makes it easy to automate across orgs. The basic idea is: You have two different Salesforce orgs. Let’s call them Source Org and Target Org. You want to solve a problem involving the two orgs. For example, when a record gets […]

From James Simone: Create Powerful Rollups in your Flows with a Single ‘Perform Rollup’ Action

Author: James Simone A common question we see all the time when looking to roll data up is – “how do I easily roll up data when it’s not a Master-Detail relationship?” Previously, there wasn’t a good, free, flow-friendly and scalable method for doing so. The aspiring Flow acolyte might be tempted to think: “I […]

From Andy Schmiechen: An Introduction to Salesforce Orchestrator Webinar

Andy recently made this great presentation. It’s one of the first videos that uses the Winter ’22 Beta version, and it’s well worth watching. Note that because Orchestrator is in Beta now, everyone can try it out. It will be a paid product, but all orgs will get a freemium allowance. More on Salesforce Orchestrator

From Christine Talbot: When You Use ‘Navigate Everywhere’ To Navigate to a New Record Page, You Can Now Set Initial Values Using Flow Formulas (or static text, or upstream merge fields, or….)

This enhancement adds a defaultVals attribute to the action. As Christine explains: When using DestinationType = ‘object’, and DestinationAction=’new’, passing a json string of ‘{FieldAPIName : value, FieldAPIName : value}’ will default those fields to the value. Example:To navigate to a new Contact page with defaulting the FirstName and the LastName fields via a formula […]

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