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 …

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; …

Record Trigger Flows Design Patterns: One flow vs Multiple flows

Hello there! 🙂 Recently I had the opportunity to collaborate with Jennifer, Diana, Karmel and Tom to do a session on Record Trigger Flows Design Patterns where I was on team Multiple Flow design, Karmel and Tom on team One flow design. Here's the recording of the same (links for blog posts are also listed …

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 …

What makes Process Builder so bad?

This is probably a good time to discuss why Process Builder is bad, given that Salesforce recently at Dreamforce '21 announced the retirement of Process Builder(and Workflow rules) by 2023. The purpose of this article is to share why it is important for Admins, Developers and Architects to move away from Process Builder and encourage …

Why Before Save flows are 10x faster than Process Builder?

I'd assume a fair amount of experienced folks may already know the answer to this. However, for those who're relatively new in the ecosystem and a budding #flownatic, this might be of some interest to you. Also, given the fact that you'll be most likely building a lot of flows going forward, it becomes important …

Navigate to Flow Screens Dynamically with Custom Navigation Buttons

I recently came across a very interesting use case(thanks to Sarah Khalid). Imagine you have a flow screen with a bunch of custom navigation buttons that take you to the next flow screen when clicked. But what if you want to navigate to different screens based on the button you clicked? NOTE: One way to …