Flow Tips Newsletter

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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Read the next issue of the newsletter here.

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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.

Read the previous issue of the newsletter here.

Read the next issue of the newsletter here.

Subscribe to the weekly educational Salesforce Flow Tips newsletter here.

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Flow Tips Newsletter

Top 6 Spring 22 Features – Salesforce Flow Tips Newsletter

Hello folks,

Let’s talk about the new goodies hidden in the Salesforce Spring 22 release notes for flow.

First of all, let me point out that when you go to the release notes, you need to click on “Einstein Automate” to find flows. Weird, right? I know.

Here is my top 6 list:

1. First place goes to the Flow Trigger Explorer and the run order setting: You can now Visualize All Your Record-Triggered Flows in One Place with Flow Trigger Explorer and Define the Run Order of Record-Triggered Flows for an Object.

2. Second place goes to the Flow Orchestrator: Declaratively build sophisticated business processes that involve multiple people over multiple stages with multiple flows. Display orchestrated work items to assignees on relevant record pages. I will dive into this in one of the future issues of the newsletter. This feature is now generally available. 

3. The bronze medal goes to the Migrate to Flow Tool (Beta): It’s time to begin the transition to using Flow Builder, the future of low-code automation. Use the Migrate to Flow tool to convert your workflow rules into flows. Although I personally don’t recommend resorting to this solution more than you need to, it eliminates the possibility of refactoring and optimization.

4. Auto-Layout: Finally generally available now. Building flows and aligning elements are easier with auto-layout. Elements on the canvas are spaced, connected, and aligned automatically, saving you time and keeping your canvas neatly organized. Auto-layout is now the default canvas layout for flows.

5. Filter Items into a Collection in Flow Builder: This is huge for sophisticated flows with multiple loops. Now you can filter unwanted data from your collections in Flow Builder. Use the Collection Filter element to select a collection and define conditions. When the flow runs, the element outputs a collection with only the items that meet those conditions, leaving your original collection intact.

6. Generate Choice Options from Record Collections and use existing record collections to generate collection-based choices in a flow: Collection choice sets prevent the need to duplicate the results of a Get Records element, a component, or an action. Combine number 5 and number 6, and you can make exciting flow designs. I cannot wait to play with this.

Nice touch award: Track Flows in Browser Tabs. A flow’s name and version now appear on your browser tab titles, so you can quickly scan your workspace and find your flow.

Promising artist: Make Custom Screen Components React to Other Components on the Same Flow Screen (Pilot) Design a flow screen with custom screen components that respond to updates on the same screen, and reduce the number of screens for a user to navigate through.

Flow Trigger Explorer

If you would like to learn more about the flow Trigger Explorer, read the previous issue of the newsletter here.

Exciting News: I will be one of your judges at FlowFest. FlowFest is an exciting flow competition. Join to have fun and win prizes. Read the announcement on my LinkedIn profile here.

Enjoy

P.S. Originally published on 01/24/2022.

Read the previous issue of the newsletter here.

Read the next issue of the newsletter here.

Subscribe to the weekly educational Salesforce Flow Tips newsletter here.

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