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Salesforce Flowsome!

An Easy Flow Guide For Admins

An Easy Flow Guide For Admins

 

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  • Video
  • Course Review
  • Intro
  • How To
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    • Apex
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Variable

Flow Use Case 

Use Case: Use Flow To Auto Close The Spam Case

April 22, 2022April 22, 2022 Melody 0 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: 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 Parent From A Collection of Child Records in Flow

November 26, 2021November 25, 2021 Melody 1 Comment Collection, Flow, Use Case, Variable

One powerful thing that variables can do in Flow is to update a record without retrieving that specific record –

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Flow Use Case 

Use Case: Mark A File Upload as Required in Flow

August 27, 2021August 26, 2021 Melody 11 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: 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: 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: Create an Easy Login Flow

May 14, 2021May 14, 2021 Melody 4 Comments Action, Decision, Flow, Get Records, Screen Element, Screen Flow, Update Records, Use Case, Variable

Do you want to enforce the entry of certain user information such as phone or address, or want to send

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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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