So, you’ve been tasked to create a Login Flow for your company, but for some reason it just isn’t working for you. You’ve been double-checking the variable’s input/output value, the field level security of the users, and just about everything else you can think of. And you’re about ready to throw the towel in for the day, remember that Salesforce isn’t letting you use your coveted naming convention, because you must use theirs. In this post we are going to go through the variables that Salesforce gives us and what they are used for. Continue reading
How to use a Fast Lookup
For this post we are going to show you where some of the real power in Flow can be found! So, often times we get into situations where we want something to happen to multiple records. In Flow we are given a Fast Lookup that will be one of our main tools to do this! If you are from the developer background, think of this as a SOQL (or SQL). If you’re from the Admin background and completely new to this, think of a Fast Lookup as a Report or List View.
What is it like to be Struck by Lightning?
A few days before the announcement one of my Admin friends sent me a link to the pre-release login. Lucky me, it was still open and I was able to quickly get in and play with the new Lightning Experience! I’ve had time to explore and find updates that I’m really looking forward to, but some that concern me. I want to remind everyone (again), this is a pre-release org that I’ve been working with. This doesn’t mean it will be like this in the Winter ’15 release, but currently in the ‘first look’ this is what we have.
So with that noted, here are my top 10 under-the-radar takeaways: Continue reading
How to use a Fast Create
The first time I saw Fast Create I was quite confused. Is a Record Create slow? Well, it is actually slower if you want to create multiple records at once. A Fast Create really is more than just one element. This is because you must build records to put in a SObject Collection Variable that you will then insert with your Fast Create. If you’re new to this element, you’re probably wondering what the heck I am talking about. Lets go over our use-case and then we will make sense of this madness.
Development in Salesforce
One of the biggest epidemics Salesforce orgs around the globe face is a poor data architecture. We all have been guilty of it (yes, I’ll admit I built a multi-select thinking it was a good idea). And as the amount of declarative developer tools continue to grow, so does the probability for poorly designed and implemented solutions. This comes from a number of different factors, but the two biggest are the inability to truly understand the long-term goal of the project and the tools available. Continue reading
Validation Rules in Flow
Have you ever wanted to use a validation rule in your Flow to make sure Users are correctly entering the data? If you’re like me, you struggle writing them often times because you hardly use them! They’re essentially the opposite of everything you’ve been taught with formulas, and sometimes it takes a minute for you to mentally step into “validation mode” to write it. Well, this gets even more complicated when it comes to Flow! Flow lets you put some pretty awesome Validation Rules into place, but there are definitely some problems with it. Continue reading
How to pass a new variable out of Flow
Have you ever come across the scenario where you are wanting to change your redirect URL from the record you were on to a record you just created in Flow? Unfortunately, that is currently not a feature that Flow has for us. Vote for this idea to be a something that won’t require the code/process we are about to go over! But, until this idea gets delivered from Salesforce we need to figure out how to do it ourselves. Continue reading
Assign to Me Button
One common scenario that many people using both Lead Queues and Case Queues face is the pain of assigning the record to themselves. A workaround that I see many people suggesting to use (and previously have always used) was to create a JavaScript button that would do the magic for you. I’ve seen throughout the Salesforce community people seeming to run up against walls with the code not quite working. This is often because they are Admins/Declarative Developers trying to dabble in code. This blog is one that I’ve been meaning to write for a while, because it solves this problem with just using Flow. Because its a very simple Flow and a different use case than beginners typically see, it gets people realizing what they can actually do with Flow! Continue reading
How to put a Flow in Salesforce1
We all have seen how much love Salesforce1 has gotten ever since its release. Now that Salesforce got Publisher Actions usable, people expect everything to be available in Salesforce1. However, sometimes that isn’t exactly the case. If you just created an awesome Flow, you might be want to know how to make it available for all of your fantastic users of Salesforce1. Continue reading
Case Time Tracking
In Customer Support you might get a ticket that comes in Friday afternoon, and doesn’t get worked on until Monday morning. While your Support Team only actually spent 5 minutes working, the basic Case Age calculations tell us that it took almost 3 days! So, the problem we are going to be solving is how to find out the actual ‘time worked’ on the Case. You’ll see at the end of this post how we could easily make this more complicated by tracking the Status, Owner, and other Case Fields on “START” and on “END” of working on a Case, but for now lets keep it simple!
If you’re interested in just having better Case Age tracking, make sure you also check out this post: How to track the Case Age of each Status. There is even an Unmanaged Package for you in the Packages tab!
Salesforce Sidekick 