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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 […]

Mitch Spano – Orchestrate Your Flows and Apex with this Trigger Actions Framework

Mitch Spano over at Google has been hard at work over the years on his amazing Trigger Actions Framework, yet we’ve somehow never posted it on UnofficialSF. Mistakes were made, but I’m here to fix that! If your team has been struggling with how to fit Apex Triggers and Flows together on the same object, […]

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