Hi, I noticed our developers usually ask for error id or error email of flows to the effected user i wanted to know how will that error ID will help them out sorting the issue, Appreciate your valuable comment on this in advance.
Amazing! Certainly learned alot! Looking forward to more complex scenarios using flows! preferably real time ones please. Thank you so much for making this video.
thank you for clearing my doubts. I want to to add multiselect picklist values through checkboxes. if checkbox 1 is checked, select that same label in multiselect picklist. How can i achieve that?
Great stuff! Can I create a flow where if a Lead replies to an SDR's email (incoming email), that it automatically changes the Lead status to something like "Open - Customer Waiting"? Both Process Builder and Workflow Rules can only make changes to a Case, but not to a Lead so I'm curious if a Flow could solve that. Appreciate the help!
This is a great video, If we have different record types for different profiles, is it possible to have a flow like this (creating the account contacts & opps) and upon saving they will change record type to the defaulted record types the profiles have or can you add that as a picklist field the user can choose from?
The new flow start screen has changed and will hang you up if you click one of the 5 flow types incorrectly. For the first example use the Record-Triggered Flow click edit and 'Run the Flow:' BEFORE. Then it rest will work as shown.
Hiya, I want to create a flow that sends email to chase up quote acceptance, 30 days after an opportunity is idling in stage of 'quoting', could you please share some tips on how that can be done?
Good question. Winter ‘19 we show the exposure of the “FlowTestCoverage” object via the Tooling API… which told us all the actually Salesforce are clocking the Test Coverage of declarative Processes and Flows.. Who knew it?! The FlowTestCoverage object is only supported in the Tooling API, so if you're running the query from the developer console, you should check the 'Use Tooling API" box next to the "Execute" button before you run the query.
Thanks for the guidance. What If I want to activate this screen flow to create a new record if a new custom button is clicked on the record? The button is created and on the layout for Tasks - but I am trying to say "When this button is clicked, pop a window to get details of the task and then create the new Task object with these details". Thoughts?
I'm not sure about your first part but for your second, I believe salesforce did an update on flows recently. You now have to select a 'Record-Triggered Flow' from the new screen. Then you will have the same options, also you don't have to a decision to filter your trigger. That can be done in the start section. Hope that helps.
@@apexhours Thank you. Your explanation is very easy to understand. If you can make more videos on flow it will be of great help for so many people. There is only few of them available now in youtube.
Is there any video on how to make a flow to get inputs from the user such as name, contact number, email, etc., and by using that information creating a new contact, opportunity, and account?
When you release next session of flows and cover also summer 20 pre release flow( before and after trigger in flow ) please focus this topic it's really help for everyone..
I believe salesforce did an update on flows recently. You now have to select a 'Record-Triggered Flow' from the new screen. Then you will have the same options, also you don't have to a decision to filter your trigger. That can be done in the start section. Hope that helps.
Excellent video, very well explained and with a very useful flow that anyone can replicate on its own org. I was wondering, as there is a lack of quick actions on related lists, would it be possible to have a button within a related list that triggers a flow? For updating the record. Example: Within opportunity record, there is the task related list. So, would it be possible to create a Flow to change the status of the task right from there?
