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Salesforce Flowsome!

An Easy Flow Guide For Admins

An Easy Flow Guide For Admins

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  • Course Review
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Formula

Flow Use Case 

Use Case: Get Email Domain Using Formula in Flow

February 25, 2022February 24, 2022 Melody 1 Comment Flow, Formula, Get Records, Record-Triggered Flow, Update Records, Use Case

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

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Flow Use Case 

Use Case: Collection Sort To Calculate Upcoming 3 Opportunities

December 3, 2021December 1, 2021 Melody 4 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: Copy Case Owner Name To Text Fields

November 5, 2021November 19, 2021 Melody 2 Comments Decision, Flow, Formula, Record-Triggered Flow, Update Records, Use Case

To copy the Owner field into a text field should be an easy task, but what if the Owner field

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Flow Use Case 

Use Case: Mark A File Upload as Required in Flow

August 27, 2021August 26, 2021 Melody 18 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: Send Emails When Amount Drops A Percentage

August 6, 2021August 4, 2021 Melody 4 Comments Decision, Email Alert, Flow, Formula, Record-Triggered Flow, Use Case

This use case is simple yet a very powerful one. It is also a good practice of writing formula resources.

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Flow Use Case 

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

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Flow Use Case 

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

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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 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.

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Flow Use Case 

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

April 23, 2021April 26, 2021 Melody 2 Comments Assignment, Decision, Flow, Formula, Record-Triggered Flow, Use Case

Have you one of the voters of this idea and is disappointed that you haven’t heard about any updates? Well,

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