Videos

When working with loop in Flows in Salesforce, at times you may want to exit from the loop without processing all the records.

We recently had one of such requirements for our internal implementation where we wanted to assign discount coupon codes to a bunch of contacts and wanted to exit the loop based on certain conditions, without processing all the records in the loop.

This video is based on the solution that we came up from our own implementation.

• Using ‘Collection Filter’ in Salesforce Flow, you can apply a filter criteria to collection, and create a new collection with a subset of records.
• With collection filter you don’t need to:
  • Use multiple ‘Get Records’ element with different filter conditions.
  • Or use a loop to scan the records and check for the filter condition.
• In this video, we will:
  • Get all Case records from Salesforce database.
  • Apply collection filter to filter for open & closed cases.
  • Store the count of records in two separate resources.

In Salesforce you can enable the option to allow administrators to login as any user. This can be a very useful feature for testing or troubleshooting. Let’s see how to do that in this short video.