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Flows
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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…
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A secret good flow builders know...
Have you ever used custom meta data? Building your Flows to make long term maintenance easy is an excellent design principle (and custom metadata can help). Let…
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How to Navigate to a Record in Salesforce Flow
We're officially halfway through 2024. Halfway into the year, are you ahead of schedule, on track, or behind where you want to be on…