Who cares if you are a rock star Salesforce Apex developer with 10 years punching out amazing code? Or an awesome Salesforce admin automating the world with flow? Your skillset doesn’t matter. Your preference doesn’t matter either. When we look at low-code or pro-code tools for Salesforce customization we often get this polarizing argument. On…
Free Salesforce Flow Analyzer Tool is a great FREE tool that you can use to help analyze and improve your Salesforce flows. It will scan your flows and find common errors that you need to review and fix. Install the Free Salesforce Flow Analyzer using this link from the App Exchange. Install for admins then…
A new (beta) feature coming in Summer ’23 relase of Salesforce is the use of reactive formulas in Flow. Instead of having to navigate to the next page to see the result of a calculation, you can add a reactive formula that will “react” or recalculate on the fly! Let’s take a look at how…
Say goodbye to manually entering or uploading exchange rates into Salesforce. Use a Flow HTTP Callout to update the rates automatically.
HTTP Callouts from Salesforce Flow is a new Salesforce Winter ’23 feature. Allowing API calls to be configured and used from within flows, perfect for integrating external data into a flow and enriching Salesforce records. The inspiration for this article comes from this video made by Andy Engin Utkan and Josh Dayment. Thanks to these…
Flow testing goes GA – this means you can now build tests within a Salesforce flow to make sure you don’t break things in your Production environment.
Datatable in Salesforce flow Winter 23 is a new feature – the native datatable element. You can easily create tables to enable users to view or select records. Create richer, more informative pages that can display hundreds of records. Provide all the information users need to make decisions all on the flow screen.
The enhanced formula builder with the syntax checking feature (in the Winter ’23 release) now enables you to check formulas you have created right in the formula builder instead of having to save the flow to find syntax errors. It’s a great new feature saving a lot of frustration.
Lead Assignment with Flow: In my Salesforce Admin Interview questions posted yesterday, I mentioned in one of these answers about a recent automation I had built. This was a fictitious answer, designed to show how to frame your answer to the question. But someone took it literally and asked me for a copy of the…
Deploying flows to production with Change Sets is a key skill to have when developing and testing your new flows. The best practice is to do this in a sandbox (eg a developer sandbox) where it is safe to make mistakes and break things. It’s not until they are all working and tested that you…
