Learn Salesforce Record-Triggered Flows
Automation, Flow, Lightning, Training, Video

Record-Triggered & PRIORVALUE/ISNEW/ISCHANGED – Learn Salesforce Flows Training Session 4

In January 2021, I decided to hold six live-stream training sessions to teach Salesforce Flows. You can find the link to the Youtube recording below for the fourth group class session on Record-Triggered Flows. This video is a tutorial that shows how to build flows step by step. The video is divided into chapters on… Continue reading Record-Triggered & PRIORVALUE/ISNEW/ISCHANGED – Learn Salesforce Flows Training Session 4

Learn Salesforce Flow Loops Training
Automation, Flow, Lightning, Training, Video

Loops – Learn Salesforce Flows Training Session 3

In January 2021, I decided to hold six live-stream training sessions to teach Salesforce Flows. You can find the link to the Youtube recording below for the third group class session on Loops. This video is a tutorial that shows how to build flows step by step. The video is divided into chapters on Youtube.… Continue reading Loops – Learn Salesforce Flows Training Session 3

Popular Flow Types Youtube Video Thumbnail
Automation, Flow, Training, Video

Popular Flow Types – Learn Salesforce Flows Training Session 1

In January 2021, I decided to hold six live-stream training sessions to teach Salesforce Flows. I used a brand new platform called Superpeer to hold the sessions. This platform has a subscribe system that allows for the interested parties to join the session announcement list. Superpeer also provides the technology for the livestream sessions. An… Continue reading Popular Flow Types – Learn Salesforce Flows Training Session 1

Automation, Flow, Lightning, Video

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

Update: Please note there is a more recent version of this video here using the brand new PRIORVALUE functionality (Feb 2021). 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… Continue reading ISCHANGED/ISNEW: Can a Salesforce Winter 21 Record-Triggered Flow use them (Video)?

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