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

Track Project Resources with a Project Management Timesheet Application – Timesheet Calculation Flow

This is the second post in the post series titled "Track Project Resources with a Project Management Timesheet Application". The first post of the series on the Data Model is at this link. This post will cover a couple of concepts: Build a before-save fast update flow where data on a related record is retrieved… Continue reading Track Project Resources with a Project Management Timesheet Application – Timesheet Calculation Flow

Automation, Flow, Lightning

Track Project Resources with a Project Management Timesheet Application – Data Model

I planned on presenting a useful App that utilizes Flow functionality at Dreamin' events in 2020. I have a good amount of experience building Flows, and I thought if I can build something that can be useful for most of the potential audience out there, they will be motivated to try out Flow on Salesforce.… Continue reading Track Project Resources with a Project Management Timesheet Application – Data Model

Automation, Flow

Keep Salesforce Field Values Clean with Before-Save Updates in Flows

Ensuring data quality is a challenge for every Salesforce administrator. Users enter new information into the system using multiple interfaces every day. There are several tools available to keep the data clean in Salesforce: ValidationsReportsBatch updatesWorkflow rulesProcessCode Up until recently, flow could not be used by itself for this purpose. With Spring 20 Release, Salesforce… Continue reading Keep Salesforce Field Values Clean with Before-Save Updates in Flows