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Salesforce Flowsome!

An Easy Flow Guide For Admins

An Easy Flow Guide For Admins

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  • Course Review
  • Intro
  • How To
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Create Records

Flow Use Case 

Use Case: Connect Files to Multiple Records in Flow

September 23, 2022September 22, 2022 Melody 0 Comments Assignment, Create Records, Flow, Loop, Screen Element, Screen Flow, Use Case, Variable

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

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Flow Use Case 

Use Case: Use Flow To Auto Close The Spam Case

April 22, 2022April 22, 2022 Melody 4 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 4 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: 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 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.

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Flow Use Case 

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

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Flow Use Case 

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

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Flow Use Case 

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

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Flow Use Case 

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

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Flow Use Case 

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

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