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.
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 ->…
I got a question earlier today about how can we count files on a Salesforce record. Files in Salesforce are stored as Content Document records and there are several objects that allow them to be stored, related to records and have version control. The object that we are interested in is the Content Document Link…
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…
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”. Visit CertifyCRM.com for more information.
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…
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.
