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Popular Validation Rules for Salesforce Flows including Phone, Email and Address Fields

It is important to build validation rules into your flows. If you skip this step, you will end up with errors, when your users enter information that is not in compliance with the field definition or the validation rules that are built into your field. My popular validation rules for flows are as follows. Name… Continue reading Popular Validation Rules for Salesforce Flows including Phone, Email and Address Fields

Automation, Flow, Lightning, Video

Secure Salesforce Community Guest User for Flows in Summer 20

Do you have external Guest Users create new Salesforce records, read and update existing ones using Communities? Salesforce is securing the Guest User access with Summer 20, which means that your current setup may stop working. This video will also be interesting for you if you don't have this setup currently, but you would like… Continue reading Secure Salesforce Community Guest User for Flows in Summer 20

Salesforce Flow with Guest User
Flow, Video

Salesforce Flow External Sharing using a Guest User with Visualforce Pages (Video) in Summer 20

In this video, I go over the steps that need to be taken so that a Salesforce flow can be exposed to Guest Users using a Visualforce and a Sites page. This allows external users to run a Salesforce flow that reads and/or creates Salesforce records. I also share on this video the Secure Guest… Continue reading Salesforce Flow External Sharing using a Guest User with Visualforce Pages (Video) in Summer 20

Automation, Flow, Video

Keep Salesforce Field Values Clean (Video) in Summer 20 with Flows

With Spring 20 Release, Salesforce administrators received the new functionality to update field values by triggering a before-save flow when a record is created and/or updated. I wrote a blog post that describes how to keep Salesforce field values clean using this functionality. Original blog post is here at this link. With Summer 20 Release,… Continue reading Keep Salesforce Field Values Clean (Video) in Summer 20 with Flows

Administrator

Learn Salesforce Data Loader in less than 10 minutes (Video)

In this video you will learn how to use the Salesforce Data Loader application to export, import, update and delete records on your Salesforce instance. To follow the same steps, get a Salesforce Developer Instance, download and install Data Loader Application on your PC, and enter your login details into the Data Loader Application to… Continue reading Learn Salesforce Data Loader in less than 10 minutes (Video)