In Salesforce, we use flows to automate business processes and flows plays a very important roles in Salesforce CRM. Check out all our Salesforce flows tutorials written by experts and Salesforce certified consultants. Feel free to contact us if you have any queries for us.
In Salesforce flows, accessing the current record’s ID is often essential, especially for updating, deleting, or fetching related records. In this Salesforce tutorial, we will learn how to get the current Record ID in Salesforce Flows. Specifically, the screen flows. Get Current Record ID in Salesforce Screen Flow To obtain a current record ID in … Read more >>>
I worked in an organization that uses Salesforce CRM. Recently, we hired new employees for our team, and I was assigned the task of creating a workflow to create multiple employee account records for onboarding new candidates. I decided to create a Screen flow. With this flow, the hiring team will be able to create … Read more >>>
I worked as a Salesforce administrator. Recently, the sales manager has sought to automate the process of updating the opportunity stage, which is automatically set to ‘Closed Won’ when the amount exceeds $ 100,000. To do so, we utilize Salesforce Flow, a powerful automation tool. In this Salesforce tutorial, we will learn how to create a record trigger flow in … Read more >>>
While working as a Salesforce system admin, I got a requirement from the Sales team to automate task creation for potential clients (opportunity). The sales representative had a meeting with the client, and after the meeting, they needed to follow up every two weeks to check on the client’s progress in the decision-making process until … Read more >>>
While working with Salesforce CRM, I was assigned the task of creating a follow-up event for the Opportunity and Campaign records. Instead of creating the events manually, I decided to automate the task creation using the Salesforce flow. The two approaches I followed to create events using flows are as follows. If you are new … Read more >>>
The auto launched flow is a sub flow that can called from other flows, DML operations, if any platform event occurs, and process builders. In this Salesforce tutorial, we will learn about auto launched flow in Salesforce. In that, we will discuss the following points: What is Auto Launched Flow in Salesforce In Salesforce, the auto … Read more >>>
In Salesforce, the flows are the most powerful automation tool provided by Salesforce. The platform event trigger flow launches when any platform event message is received. In this Salesforce tutorial, we will learn about platform event triggered flow in Salesforce. In that, we will discuss the following points: What is Platform Event Triggered Flow in Salesforce In … Read more >>>
In this Salesforce tutorial, we will learn to Pause and Resume a Screen Flow in Salesforce. In Salesforce flows, we have a Pause feature, specifically for the Screen flow. This helps in pausing a flow for a specific time duration, and with the Resume function, we can start the flow from where it was paused. … Read more >>>
In this Salesforce tutorial, we will learn about the Repeater Component in Salesforce screen flow. In the Salesforce Spring ’24 release, a new Repeater component was launched specifically for the screen element. This component is helpful in creating multiple records in a single-screen flow interview. Salesforce Repeater Component In Salesforce flows, the Repeater component collects … Read more >>>
Using Salesforce Flow, we can automate the call approval process directly instead of manually clicking the Submit For Approval button. In this Salesforce tutorial, we will learn about the approval process in Salesforce and see How to Call Approval Process From Flow in Salesforce with real-time scenarios and explanations. What is the approval process in … Read more >>>
In this live webinar, we will showcase how Salesforce AI Agents use business data and documents to provide intelligent responses using Agentforce Data Library and Salesforce Data Cloud.
Start with AgentForce in Salesforce. Create your first agent and deploy to your Salesforce Org.