Use Case: Copy Case Owner Name To Text Fields
To copy the Owner field into a text field should be an easy task, but what if the Owner field
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Use Case
Use Case: An Easy Flow To Copy Address Field
This is just an easy example to illustrate the concept of the Address field. The address is a Compound field,
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Use Case: Mark A File Upload as Required in Flow
Have you tried the File Upload component in Screen Flow but got frustrated because we can’t mark it as required?
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Use Case: Create Parent and Child Cases in One Flow
Do you need to create a Screen flow that allows your users to create multiple cases, and set up the
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Use Case: Send Emails When Amount Drops A Percentage
This use case is simple yet a very powerful one. It is also a good practice of writing formula resources.
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Use Case: Replace “New” Button with Screen Flow
Currently we can only overwrite the New button using programmatic tools (ex. Visualforce, LWC), which is not admin-friendly at all.
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Use Case: Update Order and Order Product Dates Quickly
If you are using order management, do you bump into the error a lot?: Order Start Date can’t be later
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Use Case: Let Experience Cloud Users Update Contact Records
An Experience Cloud site user will actually exist in your Salesforce as two records – one Contact and one User.
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Use Case: Deactivate Users with The Last Login Date
We have utilized the Schedule-Triggered flow to automate sending the emails. Now, we want to show you how to use
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Use Case: Automate Emails with Schedule-Triggered Flow
If you also have the need to send out batch emails under specific criteria or at specific dates, you should
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