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An Easy Flow Guide For Admins

An Easy Flow Guide For Admins

 

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Loop

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: 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: 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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Flow Use Case 

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

May 28, 2021May 28, 2021 Melody 10 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

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Flow Use Case 

Use Case: Clone Any Objects with Related Lists with Flow

May 7, 2021May 11, 2021 Melody 32 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: Mass Update Records From Related List #2

March 26, 2021March 26, 2021 Melody 2 Comments Assignment, Collection, Component-Picklist, Component-Text, Flow, Get Records, Input, Loop, Screen Element, Screen Flow, Update Records, Use Case, Variable

In this article we introduced the magical ids variable to help us mass edit records in a related list, and

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Flow Use Case 

Use Case: Mass Update Records From Related List #1

March 26, 2021March 26, 2021 Melody 20 Comments Assignment, Collection, Component-Picklist, Component-Text, Flow, Input, Loop, Screen Element, Screen Flow, Update Records, Use Case, Variable

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

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Flow Use Case 

Use Case: Create Custom Roll-Up Summary With Flow

March 12, 2021January 19, 2022 Melody 5 Comments Assignment, Collection, Decision, Flow, Formula, Get Records, Loop, Record-Triggered Flow, Update Records, Use Case, Variable

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

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