Flow Tips Newsletter

May/June 2022 Content Announcement – Salesforce Flow Tips Newsletter

Hello folks,

I dedicate this newsletter issue to the announcements for new content coming from me next month (May & June):

  • On 5/31/2022, I will broadcast a live session with my fellow content creator Melody Lwo, a.k.a. Flowsome, on YouTube and LinkedIn. The session has been posted, here on my Salesforce Break YouTube channel and on my LinkedIn profile.
  • I will answer flow questions during our monthly Flow Office hours session with Terry Miller on 6/10/2022. Register for the Flow Office Hours Here.
  • I am the leader of a brand new Trailblazer User Group for Architects. I will host Antoine Cabot, Senior Director of Product Management in Salesforce, on 6/15/2022. Antoine is leading the Orchestrator and Flow for Slack initiative. Register for the Architect session here.
  • I will present in Atlanta at Southeast Dreamin’ a session titled “Flow Trigger Explorer and Orchestrator”. You can find the Dreamin’ session details here and register for the event.

Now let’s get back to reading the Release Notes. Summer 22 will be in all of our Orgs soon.

Enjoy.

P.S. Originally published on 05/17/2022.

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Flow Tips Newsletter

The Orchestrator Vision – Salesforce Flow Tips Newsletter

Hello folks,

I presented at Texas Dreamin’ two weeks ago. I shared a use case I implemented using the Orchestrator.

The main message of my presentation was to think big when you are working with the Orchestrator.

There are a few reasons for that:

  • The Orchestrator is not free. You should solve a decent-size problem to get a return on your implementation.
  • The tool is complicated. If your use case is not complex, the chances are you will find a way of implementing it with flow and admin tools.
  • The Orchestrator is powerful when you are coordinating tasks going between the silos of the organization.

There were a few observations I shared:

  • The Orchestrator is not an excellent approval process replacement. It does not lock records, and it is harder to implement. Furthermore, Salesforce said the approval process wouldn’t go away.
  • This solution works best when you need to schedule or delay user screen interactions which were not possible before.
  • The tool also can send tasks to users, groups, or queues, which means you will need a broad implementation scope to make the best out of it.

What was the use case I presented?

First, the salesperson wins an opportunity; then, the system checks whether the product in the opportunity line item is in the inventory or not. Next, the automation asks management to approve the order fulfillment and the production request if there is insufficient inventory. Finally, the Orchestrator will create a contract and an order for the opportunity, then a work order to get the item produced if necessary and shipped right after.

Overarching broad processes like these are great for the Orchestrator.

I think it is important to think big before tackling the Orchestrator canvas.

Let’s remember you will be much better off mapping your process before you implement it using this tool. Things will get complicated.

Check out my process map for the use case on top of this page.

Enjoy.

P.S. Originally published on 05/10/2022.

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New Features of Summer 22 (continued) – Salesforce Flow Tips Newsletter

Hello folks,

Summer 22 is arriving soon, and the second part of my quick tour is here.

In the last issue of the newsletter, I showed you a few changes that will be released soon. Let’s continue.

Screen flow enhancements:

1-Collapsible headings for sections: We received the functionality of multicolumn sections in screen flows a few releases ago, and I love them. With this release, we get a header, which makes the section collapsible.

2-Dynamic Forms (Fields – Still Beta) supports Name and Address Fields: Fields functionality is a very promising functionality that now supports Name (Salutation, First Name, Last Name) and a full Address. I don’t understand why this is still in beta, though.

3-Dynamic Forms Address automatically populates address: When you combine the new Address field with the Google Typehead functionality, you give the user the power to populate the address fields automatically.

Some other notable enhancements:

1-Orchestrations are deployable via change sets now.

2-Associated flows can be opened from within the Orchestration via a link.

3-You can order triggered Orchestrations with Flow Trigger Explorer exactly as you do with flows.

I want to add that dragging items on the Flow Trigger Explorer changes your flow’s running order parameter setting. The screen shows you a confirmation screen explaining the change.

The big news of this release is the addition of the No-Code Flow Testing (Beta), though. I am super excited about this, but I will take my time to review it before going into more detail.

I am heading to Texas Dreamin’. I will present there on the Flow Trigger Explorer and the Orchestrator. Come to my session if you will be there. If you won’t be there, no worries; I will present similar content soon virtually. Stay tuned.

Enjoy.

P.S. Originally published on 04/26/2022.

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Flow Tips Newsletter

3 New Features of Summer 22 – Salesforce Flow Tips Newsletter

Hello folks,

Summer 22 is arriving soon, and I am here to give you a quick tour of the new functionality coming your way.

But before I do that, I would like to share that I wrote a brand new post for Salesforce Ben. It was published a week ago, and it is still the number one post on the site. Please read my post titled “7 Foundational Skills Before Learning Salesforce Flows” here.

The format of this post will include pictures more than words. Let me show you screenshots of what is coming. This release is loaded again with flow enhancements:

1-Flow Trigger Explorer supports manual reordering of triggered flows. You can create a new flow right from this dialogue. This action will prefill the start element for you. RT Orchestrations are also supported, which I have not seen or tested yet. When you open Flow Details and Versions on the right-side panel, you see all flow versions. You can open each version via a link and activate the version you want on this side panel. This functionality is better than the existing alternative in my humble opinion.

2-RT Automation got some serious love in this release. Now we can build complex formulas in our start entry criteria. Let me test and tell you how debugging works later. We get assistance via field and function pickers when building the formula. You can go crazy now with field values, prior field values, and functions.

The formula builder checks syntax similar to the formula field builder of the object manager. If you are sloppy with your work, you will get a red error message when you check syntax via this button. The formula resource builder did not get any love though, as far as I know.

3-Low-code flow testing comes to life. On your flow canvas, you will see a “View Tests” button on the upper right side. You will have to agree to the terms when you click on it because the functionality is in beta as of Summer 22. Then, you click create, and you start building your test.

I played around with the test builder a little bit. Disclaimer: I don’t know anything about the functionality. I saw this error message very frequently. At least for now, I can easily say this functionality deserved the beta badge.

Next week, I will continue my preview with the new screen flow functionality.

Enjoy.

P.S. Originally published on 04/18/2022.

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Flow Tips Newsletter

Advanced Topics & Resources – Salesforce Flow Tips Newsletter

Hello folks,

Let’s talk about advanced topics around flow automation this week.

I want to highlight two sources of information that Salesforce recently published.

One of these resources is the blog post titled “Your Guide to Determining the Flow Running User and Its Execution Context” by Jennifer W. Lee.

It has been a mystery for many flow builders what context different flow types run. For example, if I create a record-triggered flow, can it update all records in my Org? What happens when I activate and run an event-triggered flow. All these questions have been answered in this blog post.

One interesting observation for me is the information that Jen published on screen flows. I built a few screen flows that run on public community (digital experience) pages, and even when I set the flow to run in system context without sharing, it would not see the related records in the Org it would need to see. So I would have to set up sharing rules to share the records I need in advance for the guest user to see. This phenomenon is explained in this blog post: The lookups in your screen flow do not run in the system context without sharing. Please read the blog post here.

Another source of information is the Architect’s guide to record-triggered automation. I should clarify and say that this has actually not been recently published. There was an earlier version of this page. This is not merely an update. The whole thing has been rewritten, and it is immensely more helpful than the previous version. There is good information for any level, but I would like to emphasize that some parts of the post are very advanced. Do not be alarmed if you don’t understand everything. This is expected.

If I had to highlight one point out of this document, it would have to be the use of formulas. There is an interesting bit of information, and it essentially says that the use of complex formulas does not scale well in high-volume flow execution scenarios.

This is the reason I often use a formula field and refer to it in my flow when I deal with a very complex formula. The best architectural solution will depend on the type of flow you are building, how often it will be executed, and how frequently the object records are pulled up and viewed in the Org.

I wanted to go into this topic also to emphasize this point: Capable flow builders are not that uncommon, and there are many great admins on the platform, but a flow builder who is very knowledgable on the platform’s capabilities and can harness both sides to come up with a great solution, is a rare gem. Read the architect’s guide here.

Recently published resources:

Enjoy.

P.S. Originally published on 04/10/2022.

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Flow Tips Newsletter

Assignment or Update – Salesforce Flow Tips Newsletter

Hello folks,

I have a quick but important update for you this week.

An issue I see quite frequently happens when folks try and remember to use the assignment element instead of the update element in record-triggered flows. You can indeed use an assignment element instead of an update element in a before-flow to change the field values on the record that triggered the flow. However, this is not true when running your record-triggered flow in after-save mode.

To avoid confusion and facilitate an easy transition between before-save and after-save, always use the update element in a record-triggered flow to update the field values on the record that triggered the flow.

I am sure you know by now; before-save is labeled as Fast Field Updates, and after-save is labeled as Actions and Related Records in the record-triggered flow start element configurator.

If you have any questions, please do not hesitate to ask them on the Salesforce Break Slack. The invitation link is on https://SalesforceBreak.com.

Content and event updates:

Enjoy.

P.S. Originally published on 04/05/2022.

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Process Automation Credential – Salesforce Flow Tips Newsletter

Hello folks,

This past week, I achieved the Process Automation Credential on the Salesforce partner side. 

The Accredited Professional program was announced in 2021. The partner credential program is somewhat similar to the Salesforce certification program and is only available for Salesforce partner employees. 

You can get certifications by following the partner learning camp training program for the specialization area you want to master. After the training, you will have to pass the exam using the virtual certification exam provider for the Salesforce partner side. The credentials bring Salesforce partners “cookie points” and are weighted differently depending on the specialization. For example, Process Automation is one of the more valuable credentials.

Since I call myself a Process Automation and Flow expert, I thought I would study the partner learning camp material and take the exam.

The flow product team is launching new functionality rapidly; therefore, keeping everything up-to-date is a heavy lift. When I started studying the material on the partner learning camp, I was immediately shocked. The material had an Oldies Goldies mixtape feel to it.

Process Automation Curriculum has five courses. One of the requirements of the “Get Started with Flow” course is that you listen to a podcast – or you can read the transcript – from July 2020 where the product manager at Salesforce says a few minutes into the recording: “So Oh my goodness, we can now trigger Flows when you save a record. Woo hoo!” This was shocking to me when I first heard it. However, it became more understandable when I realized that they talked about the Summer 20 Release in this podcast episode.

I needed to complete a few linked Trailhead modules and read some help pages to progress my studies. It is no secret that Trailhead is currently not the best place to learn flows. I know the Trailhead team agrees with me since they just hired an expert to review and improve the published material. But that is not even the weak part of the partner learning camp curriculum.

When completing the “Flow Testing and Distribution” course, I needed the check a “Got it!” checkbox indicating that I understood I should go to the “Paused Flow Interviews” screen in setup to debug failed flows. Is that even how that screen is titled?

When I headed to the “Hands-On Learning” course, I found additional resources links that I needed to check out. One of those was a YouTube video by Salesforce published in April 2019. The other one was a link to the Salesforce Anywhere Automation Tool Trailhead module. Do you know what Salesforce Anywhere is? It is Quip.

Then I signed up for the certification exam. The platform is rough; there are many issues, but let’s not focus on that.

When I started answering questions, I saw that there were inaccurate questions.

There was a question about a logic element; are decision elements grouped under logic elements now; if that is the case, I did not know. What good is going to do for me if I did? I am not sure. I would say forget about Salesforce Anywhere, but it was in the exam as far as I remember. There were two questions where you would have to know performing a DML operation before an outbound message is not good practice in flows. Why was I tested twice for something that is a tail case and that I can easily Google? It is a mystery to me.

But most importantly, would I know if somebody possesses good flow skills if they passed this exam? Absolutely not.

Congratulations to me; I have the Process Automation credential now.

However, I don’t recommend this credential exam to anyone until it is revised and drastically improved.

P.S. Originally published on 03/28/2022.

Note: I met with the partner side in Salesforce since I sent out this post, I am happy to announce they are working on improvements.

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Slack and Flows – Salesforce Flow Tips Newsletter

Hello folks,

How is Slack related to Salesforce Flows?

I got certified as a Slack administrator this past week. So I must think Slack is essential for a low-code builder to learn if I did it, right?

Let me explain.

Flow helps us communicate with the user via screen flows. For example, I can display a message on the screen and initiate a custom notification, a chatter post, or an email. I can also collect input from the user via screen flows. Field updates, approvals, rejection of process steps are all possible.

When I was at Dreamforce in 2021, I saw many demos that included Salesforce user interactions on Slack. Unfortunately, most of this functionality is still not generally available.

We currently have a Slack AppExchange package that supports sharing records on Slack and a list-view of relevant Slack posts inside Salesforce. In addition, there is an Unofficial SF package that comes with several actions to support Slack posts from Salesforce Flows.

I have good news, though; Salesforce said during the last release webinars that approval processes would support Slack. And I am hoping that we will receive more functionality related to Salesforce-Slack integration with the next release.

I am preparing myself for a future where I can use Salesforce flows and Slack together when I interact with users.

Less and less daily communication flows through emails and chatter nowadays. Therefore it might make sense to learn how to use Slack effectively in any case.

Let me share with you a couple of things I learned in preparing for the administrator exam:

  • Use threads.
  • Ask yourself whether a specific content needs to be private; if not use public channels and tag the relevant people. Public post is knowledge, and it is searchable.
  • Don’t use @channel or @here excessively.
  • For private stuff that is not temporary, create a private channel.
  • For private stuff that is temporary, create a group chat or use DM.
  • It is super easy to schedule your post; use it when you come up with a genius idea at night.
  • Use huddles and screen share when needed. Super useful.
  • Explore async; record a voice or video clip with screen sharing and send it to one or multiple people.
  • Be aware of guest or external users and channels shared with guest or external users. Share only what needs to be shared.
  • User groups are a thing, and they are useful. For example, you can create a flow user group and tag this when needed.

I shared this list on LinkedIn at this link. Many folks have added comments to this list since then. Please check them. A good idea that one of my followers shared there is the following: Remember Slack channels support posting via email; you can direct emails from Salesforce to Slack. This can be a handy hack.

Enjoy.

P.S. Originally published on 03/20/2022.

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7 Effective Flow Learning Strategies – Salesforce Flow Tips Newsletter

Hello folks,

How do you learn flows most effectively? I get asked this question quite frequently. When Salesforce Ben interviewed me on the FlowFest live webcast I gave the following pointers which I wanted to capture in writing.

Here are the 7 keys to effective flow learning:

1- Develop a solid understanding of process. What is a process? What steps need to be taken to get things done in your line of work? Have you ever done process mapping in your life? Be on the lookout for a blog post I wrote for Salesforce. It is coming soon.

2- Use resources wisely. Everybody learns in different ways. It is a personal preference. Trailhead, YouTube, Blogs, Udemy, and Web courses all serve a purpose. Find what works for you.

3- Start small: Record Triggered Flow is Process Builder and Workflow Rule and more. Start with record triggered field updates, then do related records and actions. You will see instant performance gains. Setting a grand vision is only good if you chart a path of step by step learning.

4- Try and experiment. I know Yoda says “Do or do not; there is no try.” I respectfully disagree with Yoda; when it comes to flows, there is try. A lot of it. There is a lot of sweat and tears on that path.

5- Learn where to go when you get stuck. Salesforce Break Slack, Salesforce Trailblazer Groups, Salesforce Answers. Find study partners. There is a reason peer review is a widely used method in coding. This is low coding; it is similar.

6- Controversial advice: Don’t get overly worried about the rules as long as you are in a Sandbox or Developer org. Learn how to get things done. Then tweak and optimize. Find a naming convention that works for you, then develop your own style. Learn the rules, and learn how to break them without breaking the system. If your first flow is not embarrassing in retrospect, you waited too long to hit the flow canvas. Go to YouTube and watch the first video the biggest YouTube creator made. It is out there and it is terrible; by Mr. Beast. And that’s totally cool. This should give you hope and courage.

7- Build your skills as you go along. Focus on progress, not on hard targets. If you lack the fundamentals of Salesforce administration, you won’t go very far. So go back and review those topics. I will write more on this topic in the coming days.

Enjoy.

P.S. Originally published on 03/13/2022.

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Time and Time Zone Operations in Flow – Salesforce Flow Tips Newsletter

Hello folks,

What makes time and time zone operations very difficult:

  • In the Salesforce cloud, all system time field values are recorded in GMT – Greenwich Mean Time.
  • The organization’s time zone can be set up in the organization settings.
  • The user can have a different time zone than the organization.
  • Salesforce will use these settings to display the time to the user on the screen. Similarly, these rules and logic govern what the user sees when they view the timestamp on the records and the transactions.
  • Installed packages and additional functionality that run in your Salesforce Org can also have time zone settings. Field service lightning – FSL – is a famous example.
  • You may think you had enough. Not so fast. The DST – Daylight Savings Time – makes everything even more complicated.

When you display the time in a screen flow running on an external community page to a guest user, Salesforce does not know the user’s time zone.

Even if Salesforce knew, there is no good way to get the user’s time zone or their current local time within the flow. The behavior can depend on what context – user vs. system – you are running your flow in.

This means you need to do the time zone conversion yourself as the flow builder.

A few months ago, I was on Eric Smith’s blog working on implementing the data-table flow component, and I found an invocable action he wrote that returned the start of the day (midnight) for a particular date. I immediately asked what context the action ran because I built a flow for a Nonprofit before, and I had to jump through hoops to try and calculate the time in the correct time zone to be displayed on the screen.

If this action could give me the correct start of the day in the user time zone, I could calculate a time offset for the system time GMT and convert all system times to the user time zone.

Needless to say, the solution worked, and that is why I am here writing about it. Eric Smith was super kind to post a detailed blog post about this. Please find it here.

Using this method, you can calculate at any point in time what the offset – differential time in hours – is between the user’s time zone and GMT. This means you can use this number to convert all the system times to the user’s time zone before displaying them on the screen.

Enjoy your flow-building journey.

P.S. Originally published on 03/7/2022.

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