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, 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