Category: Flow

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.

September 29, 2021

An Adventure to Camp Trailhead

Salesforce mascots Astro, Codey and Ruth headed off to Camp Trailhead to have a weekend away. They had just attended three crazy days of Dreamforce, performed with the Foo Fighters, had selfies taken with all sorts of friendly strangers and walked a mile in bare […]

July 2, 2021

Create a Roll-Up Summary with Flow

Here is a (relatively) simple example of how to create a roll-up summary that counts how many contacts that exist for a given account and keeps this number up to date as you add/edit/delete contacts that are related to this account. You can easily take […]

June 24, 2021

Salesforce Flow – Credit Card Application

Credit Card Application Build a screen form (two columns with conditional fields) Create an Account record Create a Contact record (and link to account) Create an Opportunity (and link to account/contact) Depending on card type and the limit applied for: Automatically approve -OR- Create a […]