Salesforce Sidekick

There are often times that you need to get a bit more complex than a simple URL to launch your Flow.  When that time comes, you can use a Visualforce Page!  You might say, “I haven’t written one of these before”, but don’t let that stop you from reading on!  We will walk through this slowly and break down each step so that you know how to customize a Visualforce Page for any use case!  If you do want to learn Visualforce in more detail, check out Trailhead! Continue reading →

So, if you read the first post on Choosing your Button, then you have already seen the ‘finished’ product of what we will be discussing in detail on this post.  If your use case does not require the need for a Visualforce Page, then a simple URL is easiest and fastest way to have your Button deployed! Continue reading →

Launching a Flow from a button typically falls into one of two use cases.  First, is you can have a Screen in your Flow to interact with the Running User.  The second scenario is that you could have a ‘macro’ type action fire and create record(s) after the button is clicked.  For example, you could have a standardized task automatically filled out and marked as completed.  Maybe then your Sales team will actually use tasks?  We know why we would want to use a Button, but what type of Button should we use? Continue reading →

Every once in a while you get to a situation where you want to delete a record.  As someone who really enjoys BI, deleting records is something I’m not a huge fan of.  But, lets hypothetically delete a Contact after they are marked as inactive.  This would be a great time for us to use the Record Delete element!  If you have not yet read the Record Create post, go read that for some tips and tricks that will be skipped in this post. Continue reading →

For this post we are going to show you something that really sets Flow apart from Process Builder.  We are going to ignore showing you a standard Record Lookup based on an Id, and instead get into something ever so slightly more complicated.  But, this should help you to be creative in your Flow designing.  You have to ‘lookup’ your data somehow.  If you didn’t need to do a Record Lookup/Fast Lookup you most likely could just use Process Builder.  Just as I said for on Record Update post, if you have not yet read the Record Create post, go read that for some tips and tricks that will be skipped in this post. Continue reading →

The Record Update element is a close runner up to my most used element.  I find that the majority of my Flows in some way or form are looking for a Record Update on the record that my Flow started from or another existing record.  The cool part is you can go to any Object within your Flow, not just ones directly related to your starting record.  For most Record Updates you will find that you are filtering on an Id that you used earlier in the Flow, but there are always exceptions!  If you have not yet read the Record Create post, go read that for some tips and tricks that will be skipped in this post. Continue reading →

The Record Create element is one I use quite often.  But with the addition of Process Builder, I do find that this particular element gets pushed aside in some of the ‘basic’ use cases I had.  When you have complex functionality in your Flows around records being created, you’ll be happy you took the time to master the Record Create element. Continue reading →

So, you want to start manipulating Data in Salesforce with a Flow?  Well, you have to use a Data element to do that.  What is the difference between the Record elements and Fast elements?  When would I use one over the other? Continue reading →

Now that we can find and manage a Flow, lets learn about the Flow Designer and Canvas.  The Flow Designer is where you go to build your Flow.  A Flow’s Canvas is just like a blank white Canvas for you to paint your Flow on.  This is where the your Flow truly becomes a work of art.  Take the shrink wrap off and get started! Continue reading →

Lets jump right into this by finding where Flows live!  First, navigate to the Setup.  Then, we can either search for “Flow” in the Setup Search or use the manual method and click through Create –> Workflow & Approvals –> Flows. Continue reading →