Flow

Salesforce is retiring Workflow rules and Process Builder in the near future. The time to start planning moving your Salesforce automations to Flow is right now. In this series of articles, I will explain why this change is occurring, what you need to do and I will even provide you with a plan to migrate all your workflows and Process Builder to Flow.

In the first phase of your Flow Transition project, you need to Plan, Commit and develop a Training Plan.

Training, Tools, Best Practice and Inventory.

Train, Prioritise, Analyse and Test

Implement your flow transition plan, document each flow as you go and measure your progress so you can report on it and track your success.

Here is a (relatively) simple example of how you can create a roll-up summary with Flow. It counts how many contacts exist for a given account and keeps this number up to date as you add/edit/delete contacts that are related to this account. You can easily take this principle and apply it to any two…

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 ->…

There was a question this week in the Salesforce Learners Facebook group asking how to remove text characters from a mixed string of text characters and digits, leaving just the numeric digits. How I can seperate out only numbers from a TEXT using formula field. Ex- field contain value as A1234CGH, G7654 and i want…