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Salesforce Flowsome!

Salesforce Flowsome!

An Easy Flow Guide For Admins

An Easy Flow Guide For Admins

  • Video
  • Course Review
  • Intro
  • How To
    • Flow
    • Apex
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Record-Triggered Flow

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: Auto-Assign Admin Right

March 11, 2022March 9, 2022 Melody 0 Comments Flow, Get Records, Record-Triggered Flow, Scheduled Path, Update Records, Use Case

Today we are sharing how to use a flow to auto-assign the admin profile for only a specified period. I

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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 Flow How To Use Case 

Flow: How To Use Custom Metadata Type

November 19, 2021November 24, 2021 Melody 5 Comments Flow, Get Records, How To, Record-Triggered Flow, Update Records, Use Case

I am very excited about this case I received. I know custom metadata type and custom setting for a long

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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: 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: 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: 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: 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

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Flow How To 

Flow: How To Use Before Save Record-Triggered Flow

April 23, 2021April 22, 2021 Melody 2 Comments Flow, How To, Record-Triggered Flow

Since Spring’20 release there is a new before save record-triggered flow option which sounds very fancy. The release note is

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