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

Automation, Flow

Create a Record-Changed Flow Available in Summer 20 Salesforce Release (Video)

https://youtu.be/Qs2auu4ORXQ With Summer 20 Release Salesforce is giving us the Record-Changed Flow Type that allows for after-save flows. These flows eliminate the need to use Process Builder to launch your Salesforce flows. Many automation tricks are possible now without using Process or Apex Triggers. In this short video, I am building a flow that creates… Continue reading Create a Record-Changed Flow Available in Summer 20 Salesforce Release (Video)