Integrate Salesforce Flows and Approvals in Slack for Maximum Productivity

Hola! :)I recently had the opportunity to share the virtual stage with Antoine Cabot, Senior Director PM @ Salesforce on an episode of the Automate This! series. In this episode, I shared how you can run flows directly in Slack and increase your end users' productivity. Here’s the recording of the same (links for blog …

Formula: Concatenate multi-select picklist values in Formula field without the trailing ‘;’

Hola! 😀 I recently came across a use case where the customer wanted to display the concatenated values of Multi-select picklist in a formula field. The tricky part of the request was that customer didn't want the leading ';' in the result of formula field. Let's say if we had to write this formula for …

How to set up Username and Password authentication in new Named Credentials?

Hello there! How's it going? 😀 In one of my recent post I shared how we can pass API key in headers in External Services, and the basis of that solution was the new Named Credentials set up. In Winter ’23, Salesforce has completely reimagined the set up process for Named Credentials. Oddly enough, the …

Manage your Flows and their versions easily

Have you gone through the hassle of deleting flow versions one by one? Have you wished for an easy way to mass delete flow versions? Well, I certainly have been wishing for it since long. With the growing usage of flow, one might run into such scenarios more often than ever. Well, good for us …

How to set up Header based API Key authentication in External Services?

Hola! 😀 Passing custom headers, especially for authentication purposes, has been one of the most requested features by External Services users. Thanks to latest enhancements introduced in Winter '23 for Named credentials, we can now pass custom headers while making callouts to external systems. Let's see how the set up would look like. Quick context; …

Flow Screen Component: Dependent Picklist with Record Types support version 2

Hola! 😀 Some time back I had created couple of flow screen components to extend the standard dependent picklist component with record type support (because the OOTB flow component (still) doesn't support this). Flow Screen Component: Dependent picklists based on RecordType selectionFlow Screen Component: Dependent Picklists with RecordType and MultiSelect Picklist support A lot of folks used …

How to create a Custom Property editor?

Hi, I recently did a session at Kochi Developer group where I demo-ed how to create a Custom Property Editor from scratch. We also discussed how Custom Property Editor can prove to be useful and what are the use cases where you consider building Custom Property. Fortunately, the session was recorded so I thought might …

Migration Strategy: Process Builder & WFRs to Flows

Hi, As you may all know, with the upcoming release Spring '22, Salesforce is introducing 'Migrate to Flow' tool (in beta) to help you migrate your existing workflow rules to Flows. And Process Builder Migration tool is also on the roadmap for Summer '22 (safe harbor). Even with the given set of tools, migrating all …

Scheduled Flow Best Practices

1. Important Limits to keep in mind. There are two important limits that you should know about if you're choosing to scheduled flows for your solution. Maximum 2000 elements limit.According to this limit, in a flow transaction, the total number of flow elements that can be executed is 2000.250,000 records limit.As per this limit, per …

Flow Automation Strategy: One Flow per SObject per context or Multiple Flows?

Ever since Salesforce announced the Record Triggered flows, to answer "Should I have multiple flows per SObject or one flow per SObject per context?" has been quite a pickle for a lot of folks. But Spring '22 is here to answer! If you had asked me before Spring '22, I would've recommended to go with …