Use Case Archives - Page 2 of 4 - Salesforce Flowsome!

Use Case: Mark A File Upload as Required in Flow

August 27, 2021August 26, 2021 Melody 11 Comments Assignment, Decision, Flow, Formula, Screen Flow, Use Case, Variable

Have you tried the File Upload component in Screen Flow but got frustrated because we can’t mark it as required?

Use Case: Create Parent and Child Cases in One Flow

August 20, 2021August 18, 2021 Melody 4 Comments Assignment, Component - Fields, Component-Section, Create Records, Decision, Flow, Formula, Record Id, Screen Element, Screen Flow, Use Case, Variable

Do you need to create a Screen flow that allows your users to create multiple cases, and set up the

Use Case: Send Emails When Amount Drops A Percentage

August 6, 2021August 4, 2021 Melody 4 Comments Decision, Email Alert, Flow, Formula, Record-Triggered Flow, Use Case

This use case is simple yet a very powerful one. It is also a good practice of writing formula resources.

Use Case: Replace “New” Button with Screen Flow

July 30, 2021July 29, 2021 Melody 6 Comments Assignment, Component - Fields, Component-Display Text, Component-Lookup, Component-Picklist, Component-Section, Create Records, Decision, Flow, Record Id, Screen Element, Screen Flow, Use Case

Currently we can only overwrite the New button using programmatic tools (ex. Visualforce, LWC), which is not admin-friendly at all.

Use Case: Update Order and Order Product Dates Quickly

July 16, 2021July 12, 2021 Melody 0 Comments Assignment, Component-Date, Flow, Formula, Get Records, Loop, Quick Action, Record Id, Screen Element, Screen Flow, Update Records, Use Case, Variable

If you are using order management, do you bump into the error a lot?: Order Start Date can’t be later

Use Case: Let Experience Cloud Users Update Contact Records

July 9, 2021July 8, 2021 Melody 0 Comments Flow, Get Records, Record Id, Record-Triggered Flow, Screen Element, Screen Flow, Update Records, Use Case

An Experience Cloud site user will actually exist in your Salesforce as two records – one Contact and one User.

Use Case: Deactivate Users with The Last Login Date

July 2, 2021June 30, 2021 Melody 14 Comments Assignment, Decision, Flow, Formula, Schedule-Triggered Flow, Update Records, Use Case

We have utilized the Schedule-Triggered flow to automate sending the emails. Now, we want to show you how to use

Use Case: Automate Emails with Schedule-Triggered Flow

June 25, 2021June 24, 2021 Melody 14 Comments Action, Flow, Get Records, Schedule-Triggered Flow, Use Case

If you also have the need to send out batch emails under specific criteria or at specific dates, you should

Use Case: Get a List of Names of Related Records to a Field

June 11, 2021June 10, 2021 Melody 8 Comments Assignment, Flow, Formula, Get Records, Loop, Record-Triggered Flow, Update Records, Use Case

A while ago we published a Use Case to create a custom roll-up summary, but it focuses on numerical calculation.

Use Case: Update All Related Contacts (Account Contact Relationship)

May 28, 2021May 28, 2021 Melody 10 Comments Assignment, Collection, Flow, Get Records, Loop, Record-Triggered Flow, Update Records, Use Case, Variable

Do you have the Account Contact Relationship enabled for your org? Similar to the Email Message Relation, the Account Contact