Anyone who deals with Flows on a regular basis dreads the Error Occurred During Flow (Previously the Unhandled Fault) message that we get from Salesforce. What we thought we built to perfection – isn’t. This isn’t very different from what we experience with an Apex trigger. Configuration changes can cause a previously well written Apex trigger to now not work as intended. Part of this might be that our Flow got used in a different way than we intended it to be used in. Now this becomes a real problem comes when we have an Autolaunched Flow and we hit an error. This stops our End Users from being able to save their record. So, how do we deal with that? Continue reading
Month: December 2015
Match Leads to an Account Automatically with an Account Number
Often times companies have external sources of data coming into their system. The most common scenario I see deals with leads. Leads often times come in from a Web-to-Lead form. Sometimes these forms might have some sort of Account Number associated to it, but forcing your customers or prospects to use the correct Account Name in Salesforce is next to impossible. Ideally we could automatically search through our Accounts to see if we have a match on the Account Number and update the Lead’s Company Name with the Account Name. This would streamline our conversion process as our Account Name would be an exact match. Well, that actually is something that we can do with an Autolaunched Flow! Lets give it a shot! Continue reading
How to setup a recurring scheduled Process Builder and/or Flow
***UPDATE***
My recommendation is to use this solution by Doug instead of following the steps below: https://douglascayers.com/2016/04/18/salesforce-process-builder-scheduler/
In Apex you’re able to setup a recurring job that will fire whenever you’d like. However, now that many of the solutions that we previously needed Apex for can be solved through Process Builder and Flow, it would be great if we could setup a schedule to do batch jobs without Apex. I’ve recently come across more and more clients wanting something to run from every 15 minutes to every business day. Unfortunately, I’m not savvy enough with Apex (yet!) to feel comfortable writing a trigger just to get this added functionality. So, that is when I got creative. With just three workflow rules we are able to setup our own scheduled Flow! (So that means, we’re not actually going to be building a Flow in this post, sorry!) Continue reading
Salesforce Sidekick 