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Flows
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Looping in Salesforce Flow: How to Iterate Over Multiple Records
Loop through multiple records in Salesforce Flow and update them at once. Get step-by-step instructions, an example, and best practices to optimize your flows.
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Salesforce Flow Formulas: 5 Useful Examples (Text, Date, IF)
Salesforce Flow Formulas: 5 Examples for Text, Date & IF logic – get step-by-step help and ready-to-use formulas to solve common Flow Builder challenges.
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Salesforce Flow Types Explained
Learn the differences between Screen Flows, Record-Triggered Flows, and more. Find out when to use each and master Salesforce automation!
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Salesforce Flow Best Practices for Efficient and Scalable Automation
Salesforce Flow Best Practices for Efficient and Scalable Automation
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How to Automatically Update Child Records with Salesforce Flow
Objective: Solve a common Salesforce Flow problem – automatically updating all child records when a parent record is changed – with a step-by-step, beginner-friendly…
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Sneaky Address Fields
Quick tip this week! The address field data type inside of Salesforce is made up of five constituent parts: Street City State Postal Code Country When setting the values…
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How to Quickly Document Your Flows
Happy Saturday! This week's tip dives into the technical side of Salesforce, but the payoff is worth it: you’ll learn how to create detailed…
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Flow Building Framework
"Everything should be made as simple as possible, but not simpler."— Albert Einstein What is the simplest set of principles for building Salesforce flows?…
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How to Query for a Record Type in Salesforce Flow
Best Practice: Query for your record types in Salesforce Flows (and Apex) What You'll Need: Object Name Record Type Name How To Do It: Use…
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How to Schedule a Salesforce Flow Annually
A colleague asked this week, "Can flows be scheduled to run annually? Or do I need an Apex Trigger for that?" Good question. At…