Month: April 2021

April 11, 2021

Add fields to Salesforce Flow (Summer ’21)

Coming in the Salesforce Summer ’21 release is a new way to add fields to a flow screen element. Instead of manually configuring and adding new fields to a Screen element, you can use the new Fields selector. Now, before you get too excited about this there are two conditions: You need to be using Summer ’21 edition You need to have a variable representing […]

April 7, 2021

Open Opportunities/Cases list view in Flow

I had a challenge today at work. I needed to display a list of Open Opportunities and Open Cases for any given Account. The aim was to give an account manager a quick view of what Opportunities and Cases were currently in progress for the Account before they touched base with their key contact. At first, I thought I could just use a related list, […]