Implement your flow transition plan, document each flow as you go and measure your progress so you can report on it and track your success.
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 […]
Two new features are coming to Salesforce Flow in the Winter ’22 release: 1) Sub-flows support for Record Triggered flows. Only available with after-save flows but they permit reusable sub-flows, reducing complexity and improving debugging. Break large flows into more manageable parts with subflows also […]
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 […]
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 […]
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. […]