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.
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 Salesforce, we create records with the help of forms, and these forms have various fields and components by adding Component Visibility, where we have to state conditions to control, such as whether a specific field is visible or not on a record page. In Salesforce Screen flows, we can add conditional visibility to any … Read more >>>
In Salesforce, flows automate data processes like creating, updating, and deleting records. We generally use the Salesforce Screenflow to create records, and for those records, you might need to add an image or static image. We can add or embed this image in the Screen flow. In this Salesforce tutorial, we will learn to display … Read more >>>
In Salesforce flow, a collection filter is an element that filters out the records according to the filter conditions from its source, like a get record element. In this Salesforce tutorial, we will learn about the Collection Filter in Salesforce Flow and how and when to use it. Collection Filter in the Salesforce Flow In … Read more >>>
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Learn how to work with flows in Salesforce with 5 different real time examples.