Use Case Archives - Page 3 of 4 - Salesforce Flowsome!

Use Case: Automate Emails with Schedule-Triggered Flow

June 25, 2021June 24, 2021 Melody 16 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 10 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 24 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

Use Case: Create an Easy Login Flow

May 14, 2021May 14, 2021 Melody 4 Comments Action, Decision, Flow, Get Records, Screen Element, Screen Flow, Update Records, Use Case, Variable

Do you want to enforce the entry of certain user information such as phone or address, or want to send

Use Case: Clone Any Objects with Related Lists with Flow

May 7, 2021May 11, 2021 Melody 40 Comments Assignment, Collection, Component-Checkbox Group, Create Records, Decision, Flow, Get Records, Loop, Quick Action, Record Id, Screen Element, Screen Flow, Use Case, Variable

“Clone with related” is an amazing feature which sadly is still not available on custom objects. No worries! This flow

Use Case: Formula In Matching Rule With Before-Save Trigger

April 23, 2021April 26, 2021 Melody 2 Comments Assignment, Decision, Flow, Formula, Record-Triggered Flow, Use Case

Have you one of the voters of this idea and is disappointed that you haven’t heard about any updates? Well,

Use Case: Simple Loop Example in Flow

April 9, 2021April 13, 2021 Melody 4 Comments Assignment, Collection, Create Records, Flow, Get Records, Input, Loop, Record Id, Screen Flow, Use Case, Variable

Earlier we have published the how-to-guides on Loop and Counter, but they focus more on the setup instead of providing

Use Case: Simple Counter Example in Flow

April 9, 2021April 13, 2021 Melody 2 Comments Assignment, Collection, Counter, Create Records, Decision, Flow, Input, Record Id, Screen Flow, Use Case, Variable

Earlier we have published the how-to guides on Loop and Counter, but they focus more on the setup instead of

Use Case: Mass Update Records From Related List #2

March 26, 2021March 26, 2021 Melody 2 Comments Assignment, Collection, Component-Picklist, Component-Text, Flow, Get Records, Input, Loop, Screen Element, Screen Flow, Update Records, Use Case, Variable

In this article we introduced the magical ids variable to help us mass edit records in a related list, and

Use Case: Mass Update Records From Related List #1

March 26, 2021March 26, 2021 Melody 24 Comments Assignment, Collection, Component-Picklist, Component-Text, Flow, Input, Loop, Screen Element, Screen Flow, Update Records, Use Case, Variable

Have you heard of inline editing? This is my favorite feature that I use EVERYDAY! Though amazing as it is,