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Flows SalesforceWinter22

Salesforce Flows – Winter ’22 Release Features

October 26, 2021

In Salesforce Winter '22 Release, there were about 44 features related to Salesforce Flows. Here is a quick recap of those features.

Flows

How To Use Screen-Flow to Upload Files & Make it Mandatory

September 28, 2021

Uploading Files through Screen Flow is a bit tricky. We can't use 'Create Record' element like we can for creating other records.

Flows

Step By Step Guide to Creating Schedule-Triggered Flow in Salesforce

July 13, 2021

Use Schedule-Triggered Flow in Salesforce to run daily or weekly to cater to automate repetitive and complex business requirements.

Miscellaneous

Step-by-Step Guide To Consent Management in Salesforce

June 29, 2021

In today’s digital economy, it is more important than ever for businesses to ensure that their customers trust them. And one of the core pillars ...

Files

Step By Step Guide To Salesforce Files

June 22, 2021

A Step by Step Guide to understand the nuances of storing files in Salesforce and sharing it with your internal and external users

DevOps

Development & Release Management Flow for Salesforce

June 8, 2021

How have you defined your development and release management for Salesforce? Do you have a formal documented process? If not, take a look here.

Security

Enable / Disable Users to Login to Salesforce Using Login Flow

June 1, 2021

A step by step visual guide on how to use Login Flow. Get started with enabling/disabling users to login to Salesforce during maintenance periods. Enhance ...

Service Cloud Survey

Step-by-Step Guide on Getting Started with Salesforce Surveys

May 25, 2021

Learn How to Build, Send (to internal / external users) & Analyze Surveys in Salesforce in less than 30 Minutes in this step-by-step guide with ...

Security

How to Secure Your Salesforce Org with Transaction Security Policy

May 18, 2021

Here is a step-by-step guide on how to Secure Your Salesforce Org with Transaction Security Policy. Get up and running in less than 30 minutes

Flows

How to Use Fault Path in Salesforce Flow

May 11, 2021

Learn how to create a Fault path in Salesforce Flow to show a custom message to end users and guide them on what to do ...

Apex DevOps

How to Delete or Deactivate Apex Class / Trigger in Salesforce Production Org

May 4, 2021

There are a couple of options to choose from to delete / deactivate apex classes / triggers in Salesforce Production Org. Probably the simplest and ...

Analytics

Salesforce Report – How To Use Bucket Field in Formula Field

April 27, 2021

Here is how you can create a bucket field in Salesforce report and then use this bucket field in a formula field