Category: Flow

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 this principle and apply it to any two objects. Create a new Account field Starting with the Account object (where […]

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 case for credit checking (linked to Opp) Case owner performs a credit check Case owner Approves/rejects Opportunity  (closed/won or closed/lost) Close […]

June 6, 2021

Salesforce Flow – Strip Text from a Number

There was a question this week in the Salesforce Learners Facebook group asking how to remove text characters from a mixed string of text characters and digits, leaving just the numeric digits. How I can seperate out only numbers from a TEXT using formula field. Ex- field contain value as A1234CGH, G7654 and i want to separate only numbers like 1234 Or 7654 and update […]

May 22, 2021

Count files added to a Salesforce record

I got a question earlier today about how can we check if a user has added a file to a Salesforce record. While this solution is not a perfect result because we don’t know the contents of the file to see if they uploaded the correct one, we can check if there are any files related to the record in question. Files in Salesforce are […]

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, […]

March 24, 2021

Add some Magic to your Flows

Add some Magic to your Salesforce Flows with Flow Magic from Salesforce Labs. No more boring picklists! You will build this flow in one of the mini-projects as part of our online course “Learning Salesforce Flow”. Visit CertifyCRM.com for more information.#salesforce #learningsalesforceflow #salesforceautomation #salesforceadmins

December 12, 2020

Disable User Flow

Here is a quick and easy flow to disable users accounts in Salesforce. Create a new screen flow, it will have these elements when completed: Add a screen element Give the header a name: Add a message to display (Display Text component): Add a picklist component: Configure the choice set (type = Record): Filter out those that are inactive or have no company name to […]

October 23, 2020

Transition to Salesforce Flow

With Salesforce concentrating its future development efforts on Flow, it’s time to take a good look at the reasons why Flow should be your no-code automation tool of choice on the Salesforce platform.