Flow Archives - Page 4 of 4 - Salesforce Flowsome!

Use Case: Create Custom Roll-Up Summary With Flow

March 12, 2021January 19, 2022 Melody 9 Comments Assignment, Collection, Decision, Flow, Formula, Get Records, Loop, Record-Triggered Flow, Update Records, Use Case, Variable

I have really mixed feelings about the roll-up summary field. The concept saves us so much time when taking care

Use Case: Notify Owners When Case Merged Or Master Case Closed

February 26, 2021February 28, 2021 Melody 0 Comments Action, Assignment, Collection, Flow, Get Records, Loop, Record-Triggered Flow, Update Records, Use Case

I believe many are excited about the Case Merge release in Spring’21. After merging the cases, we can see them

Use Case: Clone Assets To Opportunity Products

February 26, 2021February 28, 2021 Melody 7 Comments Assignment, Collection, Component-Lookup, Create Records, Decision, Flow, Formula, Get Records, Input, Loop, Quick Action, Record Id, Screen Element, Screen Flow, Use Case, Variable

I received this case to auto-create Opportunity Product or Quote Items based on the Account Assets. This is actually one

Use Case: Update Contact After Logging Emails Or Calls

February 26, 2021February 28, 2021 Melody 16 Comments Decision, Flow, Get Records, Record-Triggered Flow, Update Records, Use Case

When I was a Salesforce admin, people asked me many times if we can roll the information of activities up

Use Case: Add Clone Button To Each Record In A Related List

February 19, 2021February 28, 2021 Melody 6 Comments Assignment, Component-Display Text, Component-Long Text, Component-Text, Create Records, Flow, Flow url, Formula, Input, Record Id, Screen Element, Screen Flow, Use Case, Variable

If you migrated from Classic to Lightning, you must have suffered from the slower loading speed at least once. As

Use Case: Auto-Generate Multiple Lines Of Opportunity Product

February 17, 2021March 25, 2021 Melody 19 Comments Assignment, Counter, Create Records, Decision, Flow, Formula, Record-Triggered Flow, Update Records, Use Case, Variable

* Updated at Mar. 25, 2021. The original flow is not optimal for the performance. This flow uses creating multiple

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