Posts about Salesforce Flow Builder - Page 4 of 8 - Salesforce Flowsome!

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.

Use Case: Update Order and Order Product Dates Quickly

July 16, 2021July 12, 2021 Melody 1 Comment 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

Use Case: Let Experience Cloud Users Update Contact Records

July 9, 2021July 8, 2021 Melody 1 Comment Flow, Get Records, Record Id, Record-Triggered Flow, Screen Element, Screen Flow, Update Records, Use Case

An Experience Cloud site user will actually exist in your Salesforce as two records – one Contact and one User.

Use Case: Deactivate Users with The Last Login Date

July 2, 2021June 30, 2021 Melody 21 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

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

My 7 Favorite Summer’21 Features for Flow

June 18, 2021January 17, 2022 Melody 4 Comments Flow, Intro, Release

Summer’21 release is no doubt a huge highlight! There are so many cool updates that we have been looking forward

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.

Flow: How To Use Fault Connectors In Two Ways

June 4, 2021June 3, 2021 Melody 0 Comments Debug, Error, Flow, How To

At the end of How To Debug A Flow And Understand Error Messages, I briefly introduced how to customize the

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

Flow: How To Send Emails In Two Ways

May 21, 2021May 23, 2021 Melody 20 Comments Action, Flow, How To

Surprisingly it took me a long time to realize that there are actually two ways to send emails in Flow.