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 […]

August 17, 2021

Two new flow Features

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 […]

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 […]

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. […]

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 […]

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 […]

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 […]