Record
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Flow
Can You Use DML or SOQL Inside the Loop?
A loop in Salesforce Flow is performed using a loop element that allows you to iterate through a collection of records or items. It is essential for performing actions or calculations on multiple items in a list, such as a group of related records or a set of inputs. This process often involves DML (Data Manipulation Language) and SOQL (Salesforce…
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Flow
Can You After-Save When You Can Before-Save?
Guide to Salesforce order of execution, focusing on after-save and before-save flows in record updates.
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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
Create by Checking a Matching Record in Flow
With the Summer '24 Release, Salesforce introduces the ability to check for matching records in the flow create element. When a matching record is found, you can update or skip it. This feature is also available for creating or updating multiple records with Winter '25, using identifiers like Record ID or External ID. Junction objects are not supported.
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Flow
How to Use the Repeater Component in Screen Flow
The repeater component, available since Summer '24, addresses the need for users to add multiple records on the same screen in flow development. It allows users to enter information into multiple record fields on the same screen, storing the input in the AllItems attribute of the component. This functionality streamlines the process of creating multiple cases within a flow, enhancing…
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Flow
Integrating the New Flow Action Button From Summer ’24
Salesforce's Summer '24 release introduces the new Action button, offering opportunities to enhance user experience and simplify complex use cases within screen flows. A practical example involves creating a property finder flow to verify UK postcodes, find properties within a radius, and display agent details. This addition streamlines processes and promises a more reactive and efficient user interface.
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Flow
Top 12 Salesforce Summer 24 Flow Features
The top 12 Summer 24 flow features include the Automation Lightning App for efficient flow management, organizing flows into categories, Einstein's AI for draft flow creation, new elements for data transformation, improved flow debugging, checking for duplicate records, real-time updates on screen components, threading tokens in emails, record locking actions, improved performance limits, and enhanced user interface components. These updates…
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Flow
How to Use the Data Table Component in Screen Flow
Salesforce introduced the Data Table screen component in the Winter ’23 release. Using a Data Table, you can display Salesforce records in a tabular format, similar to list views. Users can interact with the displayed records, selecting one or multiple records and performing actions based on business requirements. Alternatively, it can be configured as view-only as well. The Data Table…
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