Welcome to the unofficial source of resources for Salesforce’s Flow product. Here, members of the community seek to provide a starting point for all useful Flow information.
Note that this is NOT an official Salesforce website and that some of the content available here is not official Salesforce-supported technology.
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Building a Scheduled Alert Generator with Next Best Action and Flow
Suppose that you have an NBA recommendation strategy that runs on Account record pages, generating insights and recommendations specific to a given account. Your salespeople have 50 accounts, and they don’t want to have to manually visit every account page each day to see if there’s something new waiting for them there. What do you […]
The New Flexcard Screen Component
Updated: 7/21/2022 In response to a call for volunteers, Josh Dayment and Karan Pant joined forces to create this great new component. The Flow Flexcard Component presents collections of records in a neat set of actionable cards. You can populate each card with a set of actions that the user can take on the selected […]
Preview: Assign Cases Using Skills with Omni-Channel Flows
The Service Cloud team has been working to deliver Flow Actions that route cases by tapping into agent skills. This functionality is available today in Service Cloud in a non-Flow way, but the new extension to Flow allows customers to customize this functionality to an unprecedented degree. Check out this mammoth 3-part preview from leCharles:
Swarming with Flow: Create Deal Rooms in Slack for your Account Teams
Swarming refers to the assembly of a group of collaborators to team up to solve a problem or work an issue. The recently published Slack Actions can be combined with Record-Triggered flows to automatically generate dedicate Slack channels (think ‘deal rooms’ or ‘case rooms’) when records are created or change to a particular state. The […]
Validation Checker Flow Action
Validation Checker Flow Action Created by Eric Smith This Post was most recently updated on: 6/12/22Current Version: 1.6 Don’t your users just love it when they see this on their screen? The fun really starts when you get this email in your inbox. You could certainly take the time and effort to add a bunch of decision […]