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

Flow Flow How To Use Case

Flow: How To Use Custom Metadata Type

November 19, 2021November 24, 2021 Melody 5 Comments Flow, Get Records, How To, Record-Triggered Flow, Update Records, Use Case

I am very excited about this case I received. I know custom metadata type and custom setting for a long

Use Case: Copy Case Owner Name To Text Fields

November 5, 2021November 19, 2021 Melody 2 Comments Decision, Flow, Formula, Record-Triggered Flow, Update Records, Use Case

To copy the Owner field into a text field should be an easy task, but what if the Owner field

Use Case: An Easy Flow To Copy Address Field

September 24, 2021September 22, 2021 Melody 7 Comments Assignment, Flow, Record Id, Screen Flow, Update Records, Use Case

This is just an easy example to illustrate the concept of the Address field. The address is a Compound field,

Use Case: Mark A File Upload as Required in Flow

August 27, 2021August 26, 2021 Melody 16 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 7 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 1 Comment 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 1 Comment 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 20 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