How To
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Flow
Unanimous Flow Approvals – No More Workarounds
The updates to Flow Approvals in Summer '26 are significant architectural improvements. Salesforce is eliminating the need for complex, manual workarounds that have historically cluttered our orgs. These changes move us closer to a "no-code/low-code" enterprise reality where automation is both compliant and powerful. For admins who have spent years duct-taping approval logic together, this release is a genuine exhale.…
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Flow
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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Admin
Field Access Summary
Salesforce Summer '26 is still in preview, but four permissions-related updates are generating conversation. Whether your focus is day-to-day access management or building toward a more mature governance model, these changes touch the infrastructure that everything else runs on. Here's what's coming and what it all does.
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Flow
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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Admin
See Everything at Once: A Guide to Joined Reports
Some business questions don't fit neatly into a single report. You might want to know which high-priority accounts also have open support cases. Or you might need a side-by-side view of your pipeline broken out by stage, owner, and close date, all at once. Standard summary or tabular reports can only take you so far. That's where joined reports come…
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Flow
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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Flow
One Simple Salesforce Flow Hack That Will Change Your Workflow Forever!
What if I told you that the Flow you’ve been building could secretly hold the key to a much bigger impact in the automation world? A world where you don’t rebuild logic over and over… where one Flow powers multiple flows. Sounds dramatic, right? But once you learn this trick, it will be an invaluable addition to your flow arsenal…
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Flow
Salesforce Flow Best Practices
Kick off a series on Salesforce Flow best practices and antipatterns for optimal automation!
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Flow
Keep Salesforce Data Clean With Before Save Flows
Data quality is essential for every Salesforce administrator, as it influences reporting accuracy, decision-making, and overall user confidence. With users constantly inputting data through multiple interfaces, maintaining clean, standardized field values is an ongoing challenge. Fortunately, Salesforce provides tools like validations, reports, batch updates, workflow rules, and processes to help manage data consistency. The introduction of before-save flows in the…
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Flow
Popular Validation Rules for Salesforce Flows including Phone, Email and Address Fields
Ensure data accuracy with Salesforce validation in Flow! Set rules to catch errors, enforce standards, and maintain data integrity.
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