How to Use Decision Element in Salesforce Flow

How to Use Decision Element in Salesforce Flows

The Decision is a very important element in the Salesforce Flow. It allows for the creation of multiple paths based on various criteria, allowing a single flow to output different results based on decision criteria. In this Salesforce tutorial, we will learn about decision elements in Salesforce Flow, and additionally, we will see how to … Read more >>>

Auto-Update Custom Date field using Flow in Salesforce

Auto-update custom date field using record trigger flow in Salesforce

In Salesforce automation, flows are widely used to automate data processes like creating, updating, and deleting records. In date fields, we have a standard last activity date field, but this date field gets updated even with small changes in the record, irrespective of the fields. For example, we have a custom date field, Customer review, … Read more >>>

Automate Birthday or Anniversary Email Using Salesforce Flow

How to Automate Birthday Email Using Salesforce Flow

Using Salesforce Flow, we can automate the process of sending emails to users or accounts on birthdays or anniversaries every year. In this Salesforce tutorial, we will learn about how to automate birthday or anniversary Email using Salesforce Flow using real-time scenarios and explanations. Let’s take a Scenario while working as a Salesforce Admin for a US-based … Read more >>>

Auto-Deactivate Users with Schedule-Triggered Flow in Salesforce

Auto-Deactivate Users with Schedule-Triggered Flow in Salesforce

In Salesforce user management, we cannot delete a user once it is created, so we deactivate the user account to refrain the user from having access to the organization. We can automate the process of user deactivation using the flows, and in this Salesforce tutorial, we will learn to Auto-Deactivate Users with Schedule-Triggered Flow in … Read more >>>

How to Automate Assets Creation using Flows in Salesforce

How to automate asset creation in Salesforce

In Salesforce, Assets are the products or items an organization sells or uses to service customers. The Assets are associated with accounts, opportunities, or cases, providing information about the products owned or used by customers. In Salesforce automation, we can automate the process of creating assets with the help of Salesforce flows, which results in … Read more >>>

Automatically Add Users to Public Group Using Salesforce Flow

How tp Add Users to Public Group Using Salesforce Flow

Using Salesforce Flow, we can automate adding users to public groups instead of manually assigning them. In this Salesforce tutorial, we will learn how to automatically add users to public group using Salesforce Flow, using real-time scenarios and explanations. What are public groups in Salesforce? In Salesforce, a public group is defined as a group … Read more >>>

How to Create a Related Record from a Salesforce Flow

Salesforce trigger flow to create related records

In Salesforce automation, we use flows to automate the data process in the org, like creating, deleting, or updating a record using the flow. In this Salesforce tutorial, we will learn about creating a related Record from a Salesforce flow. Create a Related Record from a Salesforce Flow There are two ways to create a … Read more >>>

How to Use Salesforce Flow in List View

How to Use Salesforce Flow From List Views example

In Salesforce, we can launch a flow from List View instead of going from one tab to another. In this Salesforce tutorial, we will learn to use Salesforce flow from list view, and we will also see how to use Salesforce flow in list view using real-time scenarios and step-by-step explanations. Let’s take a Scenario while working … Read more >>>