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Salesforce Flowsome!

An Easy Flow Guide For Admins

An Easy Flow Guide For Admins

  • Video
  • Course Review
  • Intro
  • How To
    • Flow
    • Apex
  • Use Case
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Record Id

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: An Easy Flow To Copy Address Field

September 24, 2021September 22, 2021 Melody 7 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: 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: 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: 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.

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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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