Flow

  • Illustrated image of a Salesforce admin working on a laptop displaying the Salesforce logo, seated at a desk with a forest view through the window.

    Choices, Choices: What Are Radio Button Groups Best Used For

    Salesforce's Summer '26 release is packing some serious automation upgrades. Whether you are managing multi-stakeholder approvals, scaling orchestration across your org, or building complex integrations without code, the platform is steadily removing friction points for admins. Among the most anticipated and highly visible improvements are the user interface enhancements coming to Screen Flows. If you have ever built a screen…

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  • A colorful, cartoon-style illustration of a modern office desk featuring a chrome toaster as the central focus. Popping out of the toaster is a thick slice of golden-brown toast designed to look like a digital "toast message." On the slice of toast, a green success banner displays a checkmark icon and the words "Deal Closed Successfully!" The side of the toaster is decorated with blue clouds and mechanical gears. In the blurred background, a whiteboard shows business charts and the word "TRAILBLAZER," while a blue cloud-branded coffee mug sits on the wooden desk next to a pen and paper.

    Warn and Inform with Native Toast Messages in Salesforce Flow

    Just when the Salesforce community thought we had fully digested the Summer ’26 release notes, the product team decided to drop a classic "one more thing." Adam White recently announced that two new functionalities were "snuck" into the release at the last minute. For those of us who live and breathe Flow Builder, this is like finding an extra gift…

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  • A cartoon illustration of a smiling man with dark hair, wearing a blue cardigan over a white t-shirt, pointing a finger upward with a glowing lightbulb above it to represent a "eureka" moment. He is positioned in front of a technical, abstract background featuring blue and orange data flow lines, gears, and circuit-board-style patterns on a light-grid background.

    Master Custom Batch Sizes for Schedule-Triggered Flows

    The arrival of custom batch sizes in Summer ’26 is a testament to Salesforce listening to the community’s "real world" pain points. While it might seem like a small setting in the Flow Builder, it is a massive architectural lever for those of us responsible for high-volume data integrity. No longer are we forced to "hack" our way around governor…

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  • Illustrated cartoon of a woman with dark hair in a bun working on a MacBook at a wooden desk. A golden retriever sleeps at her feet. The cozy home office includes a cork board, bookshelf with a "Dream Big" sign, houseplants, and an "Adventure" mug. A large open door reveals a sunny beach scene with palm trees, surfers, and turquoise water.

    11 Flow Updates in Summer 26 Release

    Salesforce's Summer '26 release is packing some serious automation upgrades. Whether you're managing multi-stakeholder approvals, scaling orchestration across your org, or building complex integrations without code, there's something here worth paying attention to. This release reflects a clear pattern we've been watching for a few cycles now: Salesforce is steadily removing the friction points that have slowed admins down, closing…

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  • Illustration of four people collaborating remotely across digital screens, each appearing in their own colorful window panel. A woman in a blue cardigan presents a chart, a man in a yellow shirt reviews a tablet, a woman in a green top points to a chat bubble, and a woman in a pink shirt works on a laptop. Between them, a shared dashboard displays bar charts, a donut chart, and a line graph, representing real-time data sharing across a connected team.

    How to Set Up Slack Record Alerts Using Salesforce Flows

    Salesforce’s acquisition of Slack provides new ways of informing users about updates in the work pipeline by integrating Slack functionalities directly into its automation interface. By automating notifications for events like the creation of a new Lead, organizations can ensure the right people are informed at the right moment without Salesforce admins or developers getting lost in code and webhook…

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  • Illustration of a gear and hierarchy diagram inside a circular arrow loop, representing bidirectional flow dependencies, set against a mountain and cloud background.

    The Usage Tab Is Here: See Your Salesforce Flow Dependencies at a Glance

    Salesforce has been investing in making the Automation app a more complete command center for admins, and the Usage tab fits that direction. Features like this, combined with Flow Trigger Explorer and the Monitor tab, are slowly building toward something closer to a real operational dashboard for automation management. If flow documentation and impact analysis have been pain points in…

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  • Flat cartoon illustration of three coworkers collaborating at a desk while reviewing a digital approval workflow displayed on a large screen, with connected approvers and confirmation checkmarks indicating a multi-step approval process.

    Beyond the URL Button: The Salesforce Request Approval Lightning Component

    The Request Approval component takes the Autolaunched Flow Approval Process and makes it more dynamic and user-centric. By moving away from static URL buttons and embracing this native Lightning component, administrators can empower their users to select appropriate approvers and provide vital context through comments. All while leveraging the free, robust automation engine of Salesforce Flow Orchestrator. Whether you are…

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  • Simple 2D cartoon illustration of a workflow orchestration with flowchart steps, icons, and three people collaborating on tasks across a shared process.

    Flow Orchestration is Free Now! What It Is and How It Transforms Your Processes

    On February 18, 2026, Salesforce made a quiet change: Flow Orchestration is now a standard Flow type. Previously, Flow Orchestration required a paid add-on. As of now, it’s included for Salesforce customers, subject to edition limits for Flow. For admins, this change significantly expands what can be designed and managed without writing code, opening the door to more sophisticated, multi-step…

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  • Side-view 2D cartoon illustration of a man sitting at a desk in an office, typing on a laptop, with a coffee mug, plant, and window in the background.

    Unleashing the Power of Editable Data Tables in Salesforce Screen Flows

    For a long time, the native Salesforce Data Table component had a few “achilles heels” that kept many admins tethered to custom solutions like the UnofficialSF version. The most significant complaint? The lack of editable fields. If you wanted a user to update multiple records at once, you were often stuck in a clunky loop: select a row, go to…

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  • Guy frustrated on the left, and happy on the right once he found a solution to his problem. Blog image for The Ultimate Guide to the Salesforce Screen Flow File Preview Component

    The Ultimate Guide to the Salesforce Screen Flow File Preview Component

    The File Preview component represents Salesforce being a holistic workspace. By integrating document viewing into the automation engine of Flow, Salesforce has empowered Admins to build tools that feel like custom-coded applications without writing a single line of Apex. As we saw in our testing, the component is robust and user-friendly. Most importantly, it keeps users focused. Whether you are…

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