Flow: Use Case Of Salesforce Flow - Salesforce Flowsome!

Check Out The Use Cases With Specific Elements:

Action
Assignment
Choice
Collection
Component-Checkbox Group
Component-Date
Component-Display Text
Component-Long Text
Component-Lookup
Component-Picklist
Component-Text
Counter
Create Records
Decision
Delete Records
Flow url
Formula
Get Records
Input
Loop
Output
Quick Action
Record Id
Record-Triggered Flow
Schedule-Triggered Flow
Screen Element
Screen Flow
Subflow
Update Records
Variable

Use Case: Connect Files to Multiple Records in Flow

Last time we shared a list of useful objects, and today we will provide a use case! The object I...

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Use Case: Use Flow To Auto Close The Spam Case

Spam is like a never-ending fight, especially for marketing and support teams. Of course there are m...

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Use Case: Redirect The Email After Case Is Closed

Here is a fun fact about me: I am a huge email-to-case fan! However it is quite a simple feature...

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Use Case: Auto-Assign Admin Right

Today we are sharing how to use a flow to auto-assign the admin profile for only a specified period....

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Use Case: Get Email Domain Using Formula in Flow

Last time we shared a long long list of the commonly used formula, and today we are going to use...

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Use Case: Clone Opportunity Products To Assets

Last time we introduced a solution to clone Assets into Opportunity Products, and today we are shari...

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Use Case: Collection Sort To Calculate Upcoming 3 Opportunities

Today we will use this easy use case to illustrate how you can use Collection Sort element! Lulu Mob...

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Use Case: Update Parent From A Collection of Child Records in Flow

One powerful thing that variables can do in Flow is to update a record without retrieving that speci...

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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: 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 Compou...

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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 ma...

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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 resou...

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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), whic...

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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 b...

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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 Cont...

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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 yo...

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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...

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

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

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

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

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Use Case: Create an Easy Login Flow

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

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Use Case: Clone Any Objects with Related Lists with Flow

“Clone with related” is an amazing feature which sadly is still not available on custom ...

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

Have you one of the voters of this idea and is disappointed that you haven’t heard about any u...

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Use Case: Simple Loop Example in Flow

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

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Use Case: Simple Counter Example in Flow

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

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Use Case: Mass Update Records From Related List #2

In this article we introduced the magical ids variable to help us mass edit records in a related lis...

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Use Case: Mass Update Records From Related List #1

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

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Use Case: Create Custom Roll-Up Summary With Flow

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

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Use Case: Update Contact After Logging Emails Or Calls

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

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

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

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Use Case: Clone Assets To Opportunity Products

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

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

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

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Use Case: Auto-Generate Multiple Lines Of Opportunity Product

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

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Check Out The Use Cases With Specific Elements:

Use Case: Connect Files to Multiple Records in Flow

Use Case: Use Flow To Auto Close The Spam Case

Use Case: Redirect The Email After Case Is Closed

Use Case: Auto-Assign Admin Right

Use Case: Get Email Domain Using Formula in Flow

Use Case: Clone Opportunity Products To Assets

Use Case: Collection Sort To Calculate Upcoming 3 Opportunities

Use Case: Update Parent From A Collection of Child Records in Flow

Use Case: Copy Case Owner Name To Text Fields

Use Case: An Easy Flow To Copy Address Field

Use Case: Mark A File Upload as Required in Flow

Use Case: Create Parent and Child Cases in One Flow

Use Case: Send Emails When Amount Drops A Percentage

Use Case: Replace “New” Button with Screen Flow

Use Case: Update Order and Order Product Dates Quickly

Use Case: Let Experience Cloud Users Update Contact Records

Use Case: Deactivate Users with The Last Login Date

Use Case: Automate Emails with Schedule-Triggered Flow

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

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

Use Case: Create an Easy Login Flow

Use Case: Clone Any Objects with Related Lists with Flow

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

Use Case: Simple Loop Example in Flow

Use Case: Simple Counter Example in Flow

Use Case: Mass Update Records From Related List #2

Use Case: Mass Update Records From Related List #1

Use Case: Create Custom Roll-Up Summary With Flow

Use Case: Update Contact After Logging Emails Or Calls

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

Use Case: Clone Assets To Opportunity Products

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

Use Case: Auto-Generate Multiple Lines Of Opportunity Product

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