Add some Magic to your Salesforce Flows with Flow Magic from Salesforce Labs. No more boring picklists! You will build this flow in one of the mini-projects as part of our online course “Learning Salesforce Flow”.
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Training, Tools, Best Practice and Inventory.
Credit Card Application Before we start building flows: Create a new Queue: Setup -> Queue Create Lookup between Case and Opportunity Setup -> Object Manager -> Case Add a new field of type lookup to the Opportunity object. This will relate the opportunity to a case. Create a new picklist field on Opportunity Setup ->…
Part 2 of our transition to flow where you get to build a complex flow for customer feedback.
I had a challenge today at work. I needed to display a list of Open Opportunities and Open Cases for any given Account. The aim was to give an account manager a quick view of what Opportunities and Cases were currently in progress for the Account before they touched base with their key contact. At…
Salesforce Page Layouts are Dead – (there I said it again!) Are we ready to retire Page Layouts? Update: We had some vigorous discussions on LinkedIn over a 24-hour period. We found that Page Layouts (although they should probably be put out to pasture) are intertwined into many other Salesforce features beyond just the actual…
With Salesforce concentrating its future development efforts on Flow, it’s time to take a good look at the reasons why Flow should be your no-code automation tool of choice on the Salesforce platform.
