Salesforce Tutorials
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Flow
Send Salesforce Reports and Dashboards to Slack with Flow
Accessing Reports and Dashboards in Salesforce is a routine part of many people’s jobs. But if they’re buried or tucked away where you don’t usually work, they’re easy to overlook. If you spend most of your day in Slack but still need updates from Salesforce, good news: you can now have Reports and Dashboards sent to you automatically via Flow.…
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Flow
Can You Start With a Decision Inside Your Record-Triggered Flow?
In Salesforce flow, you may need to leverage the decision element to differentiate the path your flow takes based on conditions.
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Flow
Start Autolaunched Flow Approvals From A Button
Salesforce Flow Approval Process revamp was a success. When I look at all the interest I see from the ecosystem, there is a significant number of automation experts experimenting with this feature, and building approvals.
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Flow
9 Ways to Use Dynamic Forms in Salesforce
Dynamic Forms in Salesforce revolutionize how you build user-friendly and adaptive page layouts, enhancing the overall user experience by displaying the right data when it's most needed. Let's explore how dynamic forms can help improve interactions and advance data management across your Salesforce environment.
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Flow
Supercharge Your Approvals with Salesforce Flow Approval Processes
Discover Salesforce Flow Approval Processes—automate multi-step approvals, integrate with internal/external systems, and streamline decision-making.
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Flow
How To Use Custom Permissions In Salesforce Flow
Explore how Custom Permissions in Salesforce enhance control and security over app features and user roles in your organization.
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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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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 Subflows On Fault Paths
Subflows in Salesforce enable modularization and reusability of flow logic, similar to functions in programming. They can break down processes into manageable parts for use in other flows, reducing technical debt. Fault paths handle errors during flow execution, ensuring graceful error management. Using subflows can save time and prevent repetition, following the principle of DRY.
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