Flows

#SalesforceSpring23 – See Element Descriptions on the Flow Canvas

#1MinuteTip #SalesforceSpring23 Now you can easily see what each element is doing within a flow in Auto-Layout. Previously, to see the user-provided description, you opened the element.

Product Area: Salesforce Flow

See Element Descriptions on the Flow Canvas

References & Useful URLs

  • For Related Spring ’23 Release Note Article – Click here

Introducing Mastering Salesforce Flows Training Course

Liked this post? We are now offering a complete self-paced, video-based training course on Mastering Salesforce Flows. The course comes with downloadable step-by-step PDF guides, unlimited access, free upgrades, area to ask questions, free preview & 100% money back guarantee. For more details, please click here.

Need Help with Flows?

Need advice on Flows? I also offer advisory & consulting services on Salesforce Flows. So, whether you want to create new Flows or migrate existing automations (Workflow Rules, Process Builder, Triggers) to Flows, I can help you analyze, design, plan & review. To initiate a discussion, please submit the contact form here stating your requirement or book a 30-minute free discovery call at this URL.

#SalesforceSpring23 – Easier to Add Lookup Fields to Your Flow Screens

#1MinuteTip #SalesforceSpring23 Easily add Lookup fields to flow screens and create a record directly from the Lookup field with Dynamic Forms for Flow. On the Fields tab, hover over a Lookup field from your record resource, and then drag in your desired Lookup field.

Product Area: Salesforce Flow

Add Lookup Fields to Flow

References & Useful URLs

  • For Related Spring ’23 Release Note Article – Click here

Introducing Mastering Salesforce Flows Training Course

Liked this post? We are now offering a complete self-paced, video-based training course on Mastering Salesforce Flows. The course comes with downloadable step-by-step PDF guides, unlimited access, free upgrades, area to ask questions, free preview & 100% money back guarantee. For more details, please click here.

Need Help with Flows?

Need advice on Flows? I also offer advisory & consulting services on Salesforce Flows. So, whether you want to create new Flows or migrate existing automations (Workflow Rules, Process Builder, Triggers) to Flows, I can help you analyze, design, plan & review. To initiate a discussion, please submit the contact form here stating your requirement or book a 30-minute free discovery call at this URL.

#SalesforceSpring23 – Search for an Individual in a Flow (Beta)

#1MinuteTip #SalesforceSpring23 With the new Search for an Individual action in Flow Builder, use the Salesforce Object Search Language (SOSL) to find and filter on contact, lead, or employee records (Beta)

Product Area: Salesforce Flow

Search for an Individual in a Flow

References & Useful URLs

  • For Related Spring ’23 Release Note Article – Click here

Want to Receive these Tips in your Inbox?

Finding it overwhelming to keep pace with Salesforce’s new release features? Try our “1 Day 1 Tip 1 Minute” emails, where you are going to get 1 tip every day that won’t take more than a minute to read. To find out more and subscribe please click here.

#SalesforceSpring23 – Salesforce Flow Multi-Select Picklist Options

#1MinuteTip #SalesforceSpring23 It’s now easier and more straightforward for end users to select multiple options from a multi-select picklist field. You can now add a Multi-select Picklist field from your record resource.

Product Area: Salesforce Flow

Salesforce Flow Multi-Select Picklist Options

References & Useful URLs

  • For Related Spring ’23 Release Note Article – Click here

Introducing Mastering Salesforce Flows Training Course

Liked this post? We are now offering a complete self-paced, video-based training course on Mastering Salesforce Flows. The course comes with downloadable step-by-step PDF guides, unlimited access, free upgrades, area to ask questions, free preview & 100% money back guarantee. For more details, please click here.

Need Help with Flows?

Need advice on Flows? I also offer advisory & consulting services on Salesforce Flows. So, whether you want to create new Flows or migrate existing automations (Workflow Rules, Process Builder, Triggers) to Flows, I can help you analyze, design, plan & review. To initiate a discussion, please submit the contact form here stating your requirement or book a 30-minute free discovery call at this URL.

#SalesforceSpring23 – Salesforce Flow Create HTTP Callout

#1MinuteTip #SalesforceSpring23 Automate processes with external data by creating Flow Builder actions that call web-based service APIs using HTTP Callout. After you add the details of the API, Flow Builder generates a reusable action that you can use right away in Flow Builder and across Salesforce.

Set up direct integrations as needed without code or a middleware service, such as Mulesoft.

Product Area: Salesforce Flow

Salesforce Flow HTTP Callout

References & Useful URLs

  • For Related Spring ’23 Release Note Article – Click here

Want to Receive these Tips in your Inbox?

Finding it overwhelming to keep pace with Salesforce’s new release features? Try our “1 Day 1 Tip 1 Minute” emails, where you are going to get 1 tip every day that won’t take more than a minute to read. To find out more and subscribe please click here.