Category: Advanced Admin

How To Configure Salesforce Flow Repeater Component

Imagine a scenario where the need arises to duplicate a set of components dynamically during runtime, providing users with a seamless and efficient way to work with repetitive data or tasks. Enter the Repeater component, a powerful addition to Salesforce’s arsenal that opens up a world of possibilities for developers and administrators alike.

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How To Verify API Connection & Perform HTTP Callout in Salesforce Flow

Traditionally, integrating external systems or fetching real-time data from web services within Salesforce Flows has been a multi-step process involving Apex code or external tools. However, the Spring ’24 Release marks a paradigm shift by introducing a built-in capability to validate API connections and execute HTTP callouts seamlessly, all within the intuitive and user-friendly environment of Salesforce Flow.

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Dynamic Action in Salesforce

 In this post, I will share the details about Dynamic Action. This is the continuation of my earlier post where I have explained Dynamic Form. These two features complement each other so well that we can implement quite a broad range of scenarios in Lightning Experience with the help of these two i.e. Dynamic Form and Dynamic Action.If you haven’t go through my earlier post about Dynamic Form, please click here.This post will cover -What is Dynamic Action?How to activate Dynamic Action?What can you do with Dynamic Action?Things to know before implementing Dynamic Action.As always, if you prefer watching videos, please click here. Otherwise, the same video is posted at the end of this post.What is Dynamic Action?Dynamic action will help you to configure which actions will appear to your user under which scenarios. So like classic, your end-user will only see the actions that are relevant as per the record stages/scenarios.Do not worry, I will explain this with some use cases here in this post. This feature came into existence during Summer ’20 release.How to activate Dynamic Action?Activation is Dynamic Action is very simple. Basically, when you will edit the lightning record page in Lightning App Builder, you will find an option to “Upgrade Now” on the right side when you click on the Highlight Panel. This is shown in the screenshot below -Clicking on “Upgrade Now” will...

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Dynamic Form in Salesforce

In this post, I will share the details about Dynamic Form, a feature that was introduced in the Summer ’20 release. Dynamic Form was one of the top voted idea that was delivered. If you ever worked in Classic and Page layout, you know how flexible the page layout is. Admins can add fields, sections, buttons etc. with few clicks and then assign multiple page layouts to the different combinations of Profile and Record Type. Dynamic Form is bringing the same level of flexibility to the Lightning Experience. Excited? This post will cover below -What is Dynamic Form?How to activate Dynamic Form?How to add/delete/arrange fields to Dynamic Form?How to change the UI behavior of the fields added in Dynamic Form?How to change the field visibility in Dynamic Form?Things to know before implementing Dynamic Form.If you prefer watching videos, please click here, otherwise, the same video is posted at the end of this post.Note – Dynamic Form is incomplete without Dynamic Action. They complement each other very well. In this post, I will be focusing mainly on Dynamic Form and then I will publish the second part, where I will be focusing mainly on Dynamic Action.Great!. So without any further detail, let’s dive in.What is Dynamic Form?Dynamic Form was first introduced in the Summer ’20 release and then it became GA(Generally Available) in the Winter ’21 release. With the help of...

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