Category: Flow

April 19, 2023

Reactive Formulas in Flow

A new (beta) feature coming in Summer ’23 relase of Salesforce is the use of reactive formulas in Flow. Instead of having to navigate to the next page to see the result of a calculation, you can add a reactive formula that will “react” or […]

January 7, 2023

HTTP Callouts from Flow

In the Salesforce Winter ’23 release is a new feature – HTTP Callout. This allows API calls to be configured and used from within flows, a true game changer for integrating external data into a flow and enriching Salesforce records. Note: This is a beta […]

October 2, 2022

Flow testing goes GA

You can now build tests within a Salesforce flow to make sure you don’t break things in your Production environment. Turn manual debug runs into automated tests Test each scenario with a single click Visualize the results for each test path without regression risks

October 2, 2022

Flow Datatable (beta)

A new (beta) feature coming to Winter ’23 is the native datatable element. You can easily create tables to enable users to view or select records. Create richer, more informative pages that can display hundreds of records. Provide all the information users need to make […]

October 2, 2022

Formula Checking in Flow

The enhanced formula builder with the syntax checking feature (in the Winter ’23 release) now enables you to check formulas you have created right in the formula builder instead of having to save the flow to find syntax errors. It’s a great new feature saving […]

May 1, 2022

Lead Assignment with Flow

In my Salesforce Admin Interview questions posted yesterday, I mentioned in one of these answers about a recent automation I had built. This was a fictitious answer, designed to show how to frame your answer to the question. But someone took it literally and asked […]

February 26, 2022

Deploying flows to production with Change Sets

When developing and testing your new flows, the best practice is to do this in a sandbox (eg a developer sandbox) where it is safe to make mistakes and break things. It’s not until they are all working and tested that you should consider moving […]

October 31, 2021

Make the Transition to Salesforce Flow

Salesforce is retiring Workflow rules and Process Builder in the near future. The time to start planning moving your Salesforce automations to Flow is right now. In this series of articles, I will explain why this change is occurring, what you need to do and I will even provide you with a plan to migrate all your workflows and Process Builder to Flow.