Salesforce Tutorials
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Flow
How to Build Custom Flow Approval Submission Related Lists
Spring 25 release for Salesforce came bearing gifts: Salesforce Flow Approvals were launched to replace the legacy approval processes. This approval platform was based on the orchestration functionality. I recorded and released two videos and posts to share this functionality on Salesforce Break. The videos saw great interest from the community, they are about to reach 20K views soon. So,…
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Flow
Simplify Salesforce Integrations with Declarative Webhooks
Declarative Webhooks is a native Salesforce application developed by Omnitoria. It allows admins to build significant, scalable integrations with external platforms without writing code. Built to work with REST APIs that use JSON or x-www-form-urlencoded data, the app makes it possible to configure both outbound and inbound connections from within Salesforce. It’s ideal for admins, developers, and operations teams looking…
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Flow
When Your DMLs Have Criteria Conditions Other Than Id
The Update Records element in Salesforce Flow is a powerful tool that allows you to modify existing records without writing any code. It’s commonly used to change field values and update statuses. You can configure it to update a specific record (like a record from the trigger or a record you’ve retrieved in a prior element), or you can set…
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Career Guidance
Demystifying Code for Salesforce Admins
Understanding code doesn’t mean you have to become a full-time developer. It means adding another dimension to the expertise you already have. As an Admin, you already work with logic, data structures, and automation daily. The gap between what you do in Flows and what happens in Apex isn’t as wide as it seems. By breaking down concepts like variables,…
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Career Guidance
Connect Slack and Salesforce and Get More Out of Both Platforms
With a connection to Salesforce, you can bring Slack conversations into Salesforce and bring Salesforce data, approvals and agents into Slack. This combination allows your users to save time and energy, keeps systems up to date, and meets your users where they work best by offering multiple options to get work done.
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Career Guidance
How to Earn the Salesforce Data Cloud Consultant Certification
If you're ready to showcase your expertise in Salesforce Data Cloud, earning the Data Cloud Consultant Certification is a smart step forward. Whether you're a seasoned architect, developer, or strategist, this certification validates your ability to design and implement data solutions using Salesforce’s most advanced data platform. Let’s walk through everything you need to know to earn this credential: what…
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Flow
Display Product and Price Book Entry Fields in the Same Flow Data Table
The Salesforce Flow Data Table component is a powerful screen element that allows users to view and interact with records in a structured, spreadsheet-like format within a Flow. It supports features like record selection, sorting, and filtering, making it ideal for building guided user experiences. For example, in a product selection use case, a sales rep can launch a Flow…
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Flow
Formula Resources in Criteria Conditions—Yes or No?
Salesforce Flow is a powerhouse for automation. And when it comes to building smart, dynamic Flows, Formula Resources play a critical role: They compute values for create, update and action elements, and calculate parameters to compare to in criteria conditions. But how exactly do they work? And where should you use them? In this post, we’ll break down their use…
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Flow
Get Ready for the New Time Data Type – Summer ‘25 Flow Goodness
Salesforce Flow is constantly evolving, bringing us enhancements that make our lives as admins, developers, and business users much easier. The Summer ‘25 release is described as a big one, packed with substantial updates and quality-of-life improvements. Among these exciting additions is a feature many have been waiting for: native support for the Time data type in Flow.
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Flow
Error Busters: Guide to Solving Flow and Apex Trigger Errors in Salesforce
Troubleshooting might seem a bit daunting at first, but with these strategies, you'll be zapping those errors like a pro! Just remember to be Sherlock Holmes, look for the little signs, and enjoy the process!
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