Can you believe this?! My all time favorite custom component – data table – has finally become a standard component available in Flow! Even though not all the features are supported at the moment, it is still quite a big move which is really exciting to see. In this article, we will go through how to use the data table component in details! (Note: If you want to have more advanced features, make sure to download the custom component instead) 1 – Label and API Name There is a default label which is editable, so you only need to type in the API name and change the label if you need. 2 – “U ..read more

I believe many have been looking forward to the In / Not In operators available in Winter’23 release. This helps us build a flow that can be more efficient than ever! However, it is not perfect yet because it does not support the record collections yet, so we have to implement some workaround in order to use them. Let’s take a look on how to achieve so! To get a full list of Contacts whose Account rating is marked as Hot. The official release note has explained the solution very clearly. Since the In/Not In operator only support primitive data type, we will have to build a loop to stor ..read more

Can we convert Leads in Flow? Unfortunately, it is still impossible without a custom Apex invocable method (You can check out this solution on Automation Champion if interested). However, it is possible to modify the related records of a converted Lead in Flow. It is very easy as well, so let’s take a look at how to achieve this! Introduce Conversion Fields There are several system fields on Lead object that we can use in order to edit the related records. They are: IsConverted, ConvertedAccountId, ConvertedContactId, and ConvertedOpportuntiyId (Official Documentation). IsConverted is show ..read more

Written Date: August 30, 2021 “YAY I GOT THE CERTIFICATE!!…… but what next?” …is the feeling I have whenever I finish an exam. Though getting the certificates is important, how to actually utilize the knowledge in our daily work is also critical. After all, if we don’t use it, we will forget about it. I can always find good opportunities to practice other skills, but practicing Apex is really bugging me. The reason is that when working in a non-developer position, it’s unlikely we will work with Apex daily. I also can’t find good and “simple” use cases where Apex is preferred over Flow (If yo ..read more

Last time we shared a list of useful objects, and today we will provide a use case! The object I chose is Content Document (CD) and Content Document Link (CDL), because I think the names for these objects could sound confusing at first. So in this article, we will show you how to link files to multiple records using CD and CDL objects in Flow. * Big thanks to Sarah for sending in the case! Lulu Mobile use standard Account and Opportunity objects to represent their customers and potential deals. Sometimes they will receive a “Open New Account” form from the potential customers, and their sal ..read more

Chatter is a very handy tool for collaborating with your teammates. Do you know there are also two ways to post to chatter from Flow? Let’s dive into the two very different solution! 1 – Use Standard “Post To Chatter” Action Step 1 – Create a “Plain-Text” Template The standard action only supports plain text. In your template, you can add three interactive items – Mention, Topic, or Link to Record: Mention: @[ ] and put User or Group Id inside. Topic: #[ ] and put strings inside. Link to Record: We can’t use the / notation, so use the following formula instead. Record Link: {!CustomDomain ..read more

Spam is like a never-ending fight, especially for marketing and support teams. Of course there are many 3rd party apps that help to detect the spam, but you can also build an easy and lightweight solution using Flow! Today let’s see how to store email addresses into a block list, and auto close the spam case with Flow. * Big thanks to D. James for sending in the case! Lulu Mobile use standard Email-To-Case feature as part of their customer support. Sometimes they will find many spam cases sent in by a specific email address, so they want to store these email addresses in a block list. Next ..read more

If you have experience with Process Builder, you would know that the structure is always fixed – You have several nodes and each node returns True or False. To switch that into Flow, you just need to turn those nodes into several Decision elements. However, is that the only way to do so? Is there a way we can consolidate all the easy Decision into one in Flow? Of course there is! In this article, we will show you an interesting workaround that helps us consolidate all Decisions into one. Before we start Please note that this is more of an experiment of how flexible Flow can be. Consolidati ..read more

One of the most common challenges when teaching Flow is that, it’s really hard to find a good example that applies to everyone. Some solutions work great for me, but they might not mean much to you. OK, it’s not possible to find that one flow, but is it possible to have a standard procedure that could work for most of the basic flow solutions, no matter what products or what objects you are using? I think the answer is yes! This ultimate 3-step building guide is the result of the analysis over 200+ flows and 150+ community cases I have worked on during the last year, and I truly believe it wo ..read more

De-duplicate collection in Flow is a very interesting topic. There are many different ways to achieve this and it all depends on your creativity! Today I am sharing three methods that help you remove the duplicated items in your collections. 1 – Use the Special Collection Operators in Assignment I found this method on Accidental Coder and I think it’s brilliant! Currently, there is no “Remove Common” operator in Assignment so we can’t quickly remove the duplicates. However, by using the “Remove Uncommon” operator, we can first find the duplicated records, and then remove them from our fin ..read more