Blog

Automation, Flow, Lightning, Video

Before Delete Record-Triggered Flow Demo – Salesforce Release Winter ’21

What would be a good use case for the brand new Winter '21 before delete record-triggered flow? You can see in this example that a record-triggered flow with a loop can be used to replicate a rollup summary field in a lookup relationship. But what happens when a record is deleted in this setup? The… Continue reading Before Delete Record-Triggered Flow Demo – Salesforce Release Winter ’21

Automation, Flow, Lightning, Video

Learn Decision Elements in Winter 21 Flows (Video)

Advanced Decisions are available in Flows with the Salesforce Winter 21 Release. Administrators and low-code developers can utilize the new Decision Criteria Enhancements to make their flows more efficient. This new feature coupled with the new functionality that provides entry criteria for Record-Triggered Flows opens new doors for Administrators in Winter 21. In summary, there… Continue reading Learn Decision Elements in Winter 21 Flows (Video)

Automation, Flow, Lightning, Video

ISCHANGED/ISNEW: Can a Salesforce Winter 21 Record-Triggered Flow use them (Video)?

Watch this video where I walk you through step by step as I create a record-triggered before-save flow and use workarounds to utilize ISCHANGED/ISNEW functionality. This video was recorded using a Winter 21 preview instance. So the short answer to the title question is that we still cannot use ISCHANGED/ISNEW, but the long answer is… Continue reading ISCHANGED/ISNEW: Can a Salesforce Winter 21 Record-Triggered Flow use them (Video)?

Flow, Lightning, Video

Learn Salesforce Flow Loops in less than 10 minutes (Video)

In this Salesforce Break video, you will learn how to use loops in Salesforce flows in less than 10 minutes. I will guide you step by step as I create a Record-Triggered After-Save Autolaunched Flow loop, count all cases associated with one single contact record, and update the count in a custom field on the… Continue reading Learn Salesforce Flow Loops in less than 10 minutes (Video)

Automation, Flow, Lightning

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