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Salesforce Flowsome!

An Easy Flow Guide For Admins

An Easy Flow Guide For Admins

 

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  • Video
  • Course Review
  • Intro
  • How To
    • Flow
    • Apex
  • Use Case
  • About Us
  • New To Flow? Send Us A Case!

Assignment

Flow Use Case 

Use Case: Use Flow To Auto Close The Spam Case

April 22, 2022April 22, 2022 Melody 0 Comments Assignment, Create Records, Decision, Flow, Get Records, Record Id, Record-Triggered Flow, Screen Flow, Update Records, Use Case, Variable

Spam is like a never-ending fight, especially for marketing and support teams. Of course there are many 3rd party apps

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Flow Use Case 

Use Case: Clone Opportunity Products To Assets

December 17, 2021December 16, 2021 Melody 2 Comments Assignment, Create Records, Flow, Get Records, Loop, Use Case, Variable

Last time we introduced a solution to clone Assets into Opportunity Products, and today we are sharing the solution of

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Flow Use Case 

Use Case: Collection Sort To Calculate Upcoming 3 Opportunities

December 3, 2021December 1, 2021 Melody 2 Comments Assignment, Collection Sort, Flow, Formula, Get Records, Loop, Screen Element, Screen Flow, Use Case, Variable

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

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Flow Use Case 

Use Case: An Easy Flow To Copy Address Field

September 24, 2021September 22, 2021 Melody 2 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,

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Flow Use Case 

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?

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Flow Use Case 

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

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Flow Use Case 

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.

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Flow Use Case 

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

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Flow Use Case 

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

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Flow Use Case 

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.

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