Category: flow

Salesforce Flow Best Practices

Salesforce Flow Best Practices

by | Jan 9, 2023 | , | 0

Are you looking to get the most out of Salesforce Flow? If so, then you’ll want to check out these best practices. From design tips to performance optimization, this blog post covers everything you need to know to make the most of Salesforce Flow. So whether you’re a technical architect, administrator, or developer, be sure to read on for some valuable insights! Salesforce Flow is a powerful tool that allows you to automate business processes, gather data, and create interactive experiences for your customers and employees. However, with great power comes great responsibility, and it’s important to follow best...

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Summer ’21 Flow New Features

Summer ’21 Flow New Features

by | Oct 14, 2021 | , , , | 0

If you are a Salesforce Flow fan, I am sure like me, Summer 21 release is going to excite you as well. In this blog post, I am sharing all the new flow features that are now available with Summer 21 and how we can take advantage of these.I will be sharing a video as well explaining these features at the end of this post. So if you prefer watching videos, click here or you can continue reading this post first and then watch the video later.Note – I will be covering Salesforce Summer 21 release new features in upcoming...

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How to use images as Static Resource in Salesforce Flow

by | Jan 7, 2021 | , , , , | 0

 This blog post will cover – “How to use images in Salesforce Flow?” I will be implementing two use cases where in the first use case, it will be just displaying the image, wherein the second use case, it will be displaying the image along with logged-in user name in the same line.Use CaseRequirement: Need to display “Welcome” image without any text in the first screen of the flow.Implementation:Step 1: Upload the image as a static resource.Step 2:Create a screen flow and include the Display Image flow component. Image Name will be the name of the Static Resource name,  Horizontal Alignment will be either left, center, or right. You can include CSS styling, Image Height, and Image Width.Final Screen: Use CaseRequirement: Need to display “Welcome” image with logged-in user name in the first screen of the flow.Implementation:Step 1:  We will use the same image from the previous use case.Step 2:  Create a screen flow and inside the flow first, let’s create a constant of type text as shown below -In the value section, replace Welcome with the name of your static resource.Step 3:  In the flow screen, use the Display Text flow component and use the constant and flow variable as shown below -Final Screen: I hope this will help you to use images as Static Resources in Salesforce...

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How to Run part of the Flow after the Triggering Event | Spring 21 New Feature

by | Dec 21, 2020 | , , , , , , | 0

If you are a Salesforce Flow fan, I am sure like me, Spring 21 release is going to excite you as well. If you are dealing with situations where you need to take actions based on some future dates, till today, you can either write scheduled action in Process Builder or time-dependent actions in workflow rules. But with Spring 21 release you can implement the same in flow. This post will show you how you can take advantage of this new cool feature. I also created a video explaining the steps.You can check my other posts which talk about some of the flow enhancements that are coming along with Spring 21 release.How to compare between Prior and New Value in Record Triggered FlowsBlog:  http://bit.ly/3r78BToVideo:  https://youtu.be/auTFTb2exhwHow to create multi-column screens in Flow BuilderBlog: http://bit.ly/38ta5i6Video: https://youtu.be/CiKf5bVdGqwUse Case:Here is the use case which I will be implementing -Step 1Create a Record-Trigerred Flow and choose Freeform/Auto-Layout in the next screen. Step 2Configure the Trigger Screen as -Trigger the Flow When: A record is created or updatedRun the Flow: After the record is saved [Note – Schedule action/path is only available after the record is saved.]Step 3Configure the object as “Opportunity” with the criteria to make sure flow is running only when the opportunity is open.Important – Select “Only when a record is updated to meet the condition requirements” under the “When to run the Flow for updated records”...

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How to Compare Between Prior and New Value in Record Triggered Flows | Spring 21 New Feature

by | Dec 18, 2020 | , , , , , , | 0

 Spring 21 is going to be full of new Flow features. Today I will be explaining how you can compare between prior and new value in record triggered flows. In my earlier post, I have shared another feature from Spring 21 – “How to create multi-column screens in Flow Builder”. The video link is here.Before Spring 21, if we need to compare between prior and new values before running the business processes, we need to rely on either Process Builder or Trigger. But with the introduction of Spring 21 release, now we can do this comparison right inside flow builder and take actions accordingly.In this post, I will use this feature to implement a basic use case. I also put a short video here explaining the steps.Use CaseHere comes the use case which I will be implementing using flow.Step 1Create a Record-Trigerred flow and choose Freeform/Auto-Layout in the next screen.Step 2Configure Trigger screen, select -Trigger The Flow When: A record is created or updated.Run the Flow: Before the record is saved.Step 3In the Choose Object screen, select -Object: Opportunity.Condition Requirements: Amount Is null False.Step 4Create the decision where -Outcome – Greater Outcome – Less Than EqualStep 5Add the assignment for Greater to update the rating to HOT.Step 6Add the assignment for Less Than Equal to update the rating to NORMAL.FinalBelow is how the flow will look like finally -I hope...

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Hello, Cloud enthusiasts! Welcome back to the third episode of our Google Cloud Storage series. Today, I am delving deep into an advanced and vital aspect of storage management on GCP: Retention Policies. Ensure the safety and integrity of your data like never before! 📌 What's Unpacked in this Video: ✅ Retention Policy Basics: A brief refresher and deep dive into what retention policies are and why they're crucial. ✅ Adding Retention Policies: Learn the step-by-step process of defining and applying retention policies to your data. ✅ Locked vs. Unlocked Retention Policies: Understand the differences, benefits, and use cases of both locked and unlocked policies. ✅ The Temporary Hold Feature: Grasp the nuances of the temporary hold, its applications, and how it interacts with your set policies. ✅ Interactive Demo: A comprehensive hands-on demonstration, making it easier to understand and implement the discussed concepts. ▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬ 0:01 - Introduction 0:46 - Create Retention Policy 6:03 - Unlocked and Locked Retention Policy 8:05 - Temporary Hold in Retention Policy inside Google Cloud Storage 11:15 - Conclusion 🎓 If you've missed the previous episodes in this series, be sure to catch up to maximize your understanding of Google Cloud Storage. If you find these insights valuable, hit that like button, share, and subscribe for more in-depth GCP tutorials. 📝 Your Feedback Matters! Drop your questions, thoughts, or suggestions in the comments section, and I'll do my best to address them in future videos or replies. 🚀 Mastering Google Cloud Storage Playlist - https://bit.ly/451xmmB 🚀 Mastering Google Cloud Storage Part 1 - Understanding Storage Locations & Storage Classes - https://youtu.be/4twcpGtDVbQ 🚀 Mastering Google Cloud Storage Part 2: Versioning, Retention & Life Cycle Management! - https://youtu.be/me_Up4fVp3g 🚀 Google Cloud Platform Playlist - https://bit.ly/3tdmymj ✨ Subscribe for new videos on technology every week: https://bit.ly/3vCQKpg ✨Connect with me 📌 Twitter: https://twitter.com/thesudiptadeb 📌 Website: https://www.sudipta-deb.in/ 📌 LinkedIn: https://www.linkedin.com/in/sudiptadeb/ 📌 Facebook: https://www.facebook.com/TechnicalPotpourri Credit: Music I Use under the Mixkit License Disclaimer: All opinions are my own and this video content is not endorsed by Salesforce, Google or any other company in any way.
Hello everyone! Welcome back to the second video on our Google Cloud Storage series. In today's video, I will deep dive focusing on three critical aspects of storage management on GCP: Versioning, Retention, and Life Cycle. 📌 Inside this video: ✅ Versioning in-depth: Discover the importance of maintaining different versions of your objects and how GCP allows you to retrieve any version effortlessly. ✅ Retention Policies Explained: Safeguard your data by understanding and setting retention policies, ensuring your objects remain intact and unchanged for a specified duration. ✅ Life Cycle Management: Learn to set up automated life cycle policies that transition or delete objects based on age or other conditions, helping optimize costs and manage storage efficiently. ✅ Practical Demos: Watch hands-on demonstrations showcasing the application of each of these concepts in real-world scenarios. ▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬ 0:01 - Introduction 0:50 - Versioning in Google Cloud Storage 4:22 - Retention in Google Cloud Storage 4:22 - Life Cycle in Google Cloud Storage 11:19 - Conclusion 📘 If you haven't watched the first video in this series where I have covered the basics of Google Cloud Storage, including Storage Locations and Classes, be sure to check it out! And if you find this content helpful, don't forget to give a thumbs up, share, and subscribe for more in-depth tech tutorials. 🚀 Mastering Google Cloud Storage Playlist - https://bit.ly/451xmmB 🚀 Mastering Google Cloud Storage Part 1 - Understanding Storage Locations & Storage Classes - https://youtu.be/4twcpGtDVbQ 🚀 Mastering Google Cloud Storage Part 3 - Advanced Concepts - Diving Deep into Retention Policies! - https://youtu.be/vqlg1gqW9ts 🚀 Google Cloud Platform Playlist - https://bit.ly/3tdmymj 📝 Drop a comment if you have any questions or insights to share. Your feedback helps shape the content for future videos! ✨ Subscribe for new videos on technology every week: https://bit.ly/3vCQKpg ✨Connect with me 📌 Twitter: https://twitter.com/thesudiptadeb 📌 Website: https://www.sudipta-deb.in/ 📌 LinkedIn: https://www.linkedin.com/in/sudiptadeb/ 📌 Facebook: https://www.facebook.com/TechnicalPotpourri Credit: Music I Use under the Mixkit License Disclaimer: All opinions are my own and this video content is not endorsed by Salesforce, Google or any other company in any way.
In this video, I am diving deep into the world of cloud storage, specifically focusing on Google Cloud Platform (GCP). If you've ever been curious about how cloud storage works on GCP, this video is your go-to guide! 📌 What's Inside: ✅ Introduction to Cloud Storage: Grasp the basics of GCP's cloud storage and understand how it differs from traditional storage systems. ✅ Storage Locations Explained: Learn the importance of selecting the right storage location and its impact on latency, availability, and cost. ✅ Decoding Storage Classes: Explore the different storage classes available on GCP, their use cases, and how to choose the best one for your needs. ✅ Hands-On Demo: ✅ Creating a Bucket: Step-by-step guide on setting up your first cloud storage bucket. ✅ Uploading/Downloading Files: Navigate the process of adding & retrieving files from bucket. ✅ Nested Folder Creation: Organize files better by learning to create nested folders within bucket. ✅ Public File Accessibility: Make your files public for sharing and learn the precautions to take. ✅ Deleting Files: Clean up your storage by deleting unnecessary files. ▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬ 0:01 - Introduction 0:46 - What is Cloud Storage? 1:30 - Understand Buckets and Objects 3:34 - Understand the Hierarchy 4:36 - Cloud Storage Locations 5:54 - How to decide? 7:10 - Cloud Storage Classes 10:51 - Demo 22:18 - Conclusion 📋 Whether you're a beginner looking to get started with cloud storage or someone who just wants to get more familiar with GCP's offerings, this video is perfect for you! Don't forget to like, share, and subscribe for more tech tutorials. Drop your questions or feedback in the comments section below, and I'll do my best to help you out! 🚀 Mastering Google Cloud Storage Playlist - https://bit.ly/451xmmB 🚀 Mastering Google Cloud Storage Part 2: Versioning, Retention & Life Cycle Management! - https://youtu.be/me_Up4fVp3g 🚀 Mastering Google Cloud Storage Part 3 - Advanced Concepts - Diving Deep into Retention Policies! - https://youtu.be/vqlg1gqW9ts 🚀 Google Cloud Platform Playlist - https://bit.ly/3tdmymj 🚀 Introduction To Google Cloud Resource Hierarchy - https://youtu.be/DM3xd3gkRmU ✨ Subscribe for new videos on technology every week: https://bit.ly/3vCQKpg ✨Connect with me 📌 Twitter: https://twitter.com/thesudiptadeb 📌 Website: https://www.sudipta-deb.in/ 📌 LinkedIn: https://www.linkedin.com/in/sudiptadeb/ 📌 Facebook: https://www.facebook.com/TechnicalPotpourri Credit: Music I Use under the Mixkit License Disclaimer: All opinions are my own and this video content is not endorsed by Salesforce, Google or any other company in any way.
🚀 Get ready for the exciting new feature coming with Salesforce's Winter '24 release! In this video, I will dive deep into how this update is set to revolutionize the way you sort list elements within your Salesforce code. 📑 With the Winter '24 release, the List class receives a significant upgrade by introducing support for the all-new Comparator interface. This powerful enhancement empowers developers to implement a wide range of sorting orders effortlessly using the List.sort() method with a Comparator parameter. 💡 I will walk you through the ins and outs of using this feature, demonstrating its incredible versatility and practicality. Whether you need to sort lists of custom objects or standard data types, the Comparator interface offers a flexible solution for every sorting scenario. 🌐 But that's not all! For those situations where you require locale-sensitive comparisons and sorting, we'll also show you how to utilize the getInstance method within the newly introduced Collator class. We'll explain why this feature is essential when dealing with internationalization and how it can enhance your applications' user experience. 🚫 However, keep in mind that locale-sensitive sorting can yield different results based on the user executing the code. Therefore, we'll discuss best practices and situations to avoid, such as using it in triggers or code where a specific sort order is expected. Whether you're a seasoned Salesforce developer or just getting started, this Winter '24 release feature is sure to streamline your development process and make list sorting a breeze. Watch my video now to unlock the full potential of Salesforce's latest innovation! Don't forget to like, subscribe, and hit that notification bell to stay up-to-date with the latest Salesforce updates and tutorials. Happy coding! 🖥️🔗🔔 ▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬ 0:01 - Introduction 1:01 - Example 1 - Sorting based on string comparison 3:58 - Example 2 - Sorting based on integer comparison 6:17 - Example 3 - Use of Collator class to sort based on the user locale 9:20 - Conclusion #Salesforce #Winter24 #ListSorting #ComparatorInterface #CollatorClass #Development #salesforcerelease 📌 Salesforce Winter 24 Release Playlist - https://bit.ly/3P0bun0 📌 Salesforce Summer 23 Release Playlist - https://bit.ly/3Mw6rbx 📌 Display Custom Error Messages for Record Triggered Flows - https://bit.ly/3snudQv 📌 Salesforce Flow Playlist - https://bit.ly/3nIpTnT 📌 Rollback Records in Salesforce Flow - https://youtu.be/a0gfei_smaE 📌 New Admin Features of Salesforce Summer '23 Release - https://youtu.be/QETKVtNU_xo 📌 New Flow Features of Salesforce Summer '23 Release - https://youtu.be/ruD3mP5WRq8 📌 HTTP Post Call From Salesforce Flow - https://youtu.be/UCHQmkVq7yo 📌 Summer 23 Release | How To Add Named Credentials To Permission Set Using Principals - https://youtu.be/53q3I-bJobk 📌 External Services in Flow - HTTP Callout - https://youtu.be/n-vHAqr6KiI 📌 Salesforce Release Playlist - https://bit.ly/3r7F0cn 📌 How To Secure Apex Code With User Mode Database Operations - https://youtu.be/1agImQ1MWJs #salesforce #winter24release #flow #errormessage #screenflow #transformdata #mapdata ✨ Blog: https://www.sudipta-deb.in/ ✨ Subscribe for new videos on technology every week: https://bit.ly/3vCQKpg ✨Connect with me 📌 Twitter: https://twitter.com/thesudiptadeb 📌 Website: https://www.sudipta-deb.in/ 📌 LinkedIn: https://www.linkedin.com/in/sudiptadeb/ 📌 Facebook: https://www.facebook.com/TechnicalPotpourri Credit: Music I Use under the Mixkit License Disclaimer: All opinions are my own and this video content is not endorsed by Salesforce, Google or any other company in any way.
🚀 Get ready to dive into the exciting new features coming with Salesforce's Winter '24 Release! In this video, I'll be taking a closer look at the latest enhancements related to Sharing in Salesforce, including the ability to gain deep insights into Account access, view Public Group memberships, and optimize sharing recalculations. 🔍 In the first part of the video, I'll walk you through how to create comprehensive reports to understand who has access to Accounts from Manual Shares and Account Teams. With Winter '24, you can gain better visibility into your data sharing model, ensuring the right people have access to the right information. 💼 We'll then move on to creating a report that allows you to effortlessly view Public Group membership. This new feature simplifies the process of managing user access and permissions, helping you keep your data secure and organized. 🚀 Finally, I'll explore how you can enable Faster Account Sharing Recalculation by Not Storing Case, Contact, and Opportunity Implicit Child Shares. This optimization can significantly improve performance and streamline sharing recalculations, ensuring that your Salesforce instance runs smoothly and efficiently. Whether you're a Salesforce admin, developer, or user, these new sharing features in Winter '24 are bound to make your Salesforce experience even more powerful and efficient. Join me in this video to stay ahead of the curve and make the most of these exciting updates! Don't forget to like, subscribe, and hit the notification bell to stay updated with the latest Salesforce tips, tricks, and updates. If you have any questions or want to share your thoughts on the Winter '24 release, leave a comment below. Thanks for watching! ▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬ 0:01 - Introduction 0:43 - See Who Has Access to Accounts from Manual Shares and Account Teams with Reports 3:06 - View Public Group Members with Reports 5:27 - Enable Faster Account Sharing Recalculation by Not Storing Case and Contact Implicit Child Shares 13:18 - Conclusion 👍 #SalesforceWinter24 #SalesforceSharing #salesforcetips 📌 Salesforce Winter 24 Release Playlist - https://bit.ly/3P0bun0 📌 User Access Policies - https://youtu.be/K-opS1auBlY 📌 Salesforce Summer 23 Release Playlist - https://bit.ly/3Mw6rbx 📌 Display Custom Error Messages for Record Triggered Flows - https://bit.ly/3snudQv 📌 Salesforce Flow Playlist - https://bit.ly/3nIpTnT 📌 Rollback Records in Salesforce Flow - https://youtu.be/a0gfei_smaE 📌 New Admin Features of Salesforce Summer '23 Release - https://youtu.be/QETKVtNU_xo 📌 New Flow Features of Salesforce Summer '23 Release - https://youtu.be/ruD3mP5WRq8 📌 HTTP Post Call From Salesforce Flow - https://youtu.be/UCHQmkVq7yo 📌 Summer 23 Release | How To Add Named Credentials To Permission Set Using Principals - https://youtu.be/53q3I-bJobk 📌 External Services in Flow - HTTP Callout - https://youtu.be/n-vHAqr6KiI 📌 Salesforce Release Playlist - https://bit.ly/3r7F0cn 📌 How To Secure Apex Code With User Mode Database Operations - https://youtu.be/1agImQ1MWJs #salesforce #winter24release #flow #errormessage #screenflow #transformdata #mapdata ✨ Blog: https://www.sudipta-deb.in/ ✨ Subscribe for new videos on technology every week: https://bit.ly/3vCQKpg ✨Connect with me 📌 Twitter: https://twitter.com/thesudiptadeb 📌 Website: https://www.sudipta-deb.in/ 📌 LinkedIn: https://www.linkedin.com/in/sudiptadeb/ 📌 Facebook: https://www.facebook.com/TechnicalPotpourri Credit: Music I Use under the Mixkit License Disclaimer: All opinions are my own and this video content is not endorsed by Salesforce, Google or any other company in any way.
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