Are you an admin who has experience only with creating workflow rules and processes and have yet to dip your toes into building automation with record-triggered flows? Or are you a new admin looking to build your first record-triggered automation? You’re at the right place! We’re going to give you a high-level overview of a […]

As an admin, it’s important to ensure data quality in your org. This can be a bit challenging when you have records with a loosely coupled relationship with one another (that is, a lookup relationship), but you need to ensure that at least one of these records exists. You can’t use your handy admin tools […]

It’s great that we can invoke a flow from an object-specific action, but what if you need to invoke a flow from a global action? You COULD embed the flow in a Visualforce page; however, if you were to do so, the flow wouldn’t run in the Lightning skin. You’d get the ugly-looking Classic flow […]

I’m okay with fast-forwarding past winter and heading right into spring when I can take Mochi outside for a walk without having to bundle up. It’s that time of year again when we get several goodies hitting our orgs. Here are just a few highlights for your users to boost their productivity and some features […]

There are times when you build a flow that you want to provide a link to a record, but you want this link to be created dynamically. It cannot be static or hard-coded. Now, you know what I think about hard coding things, especially in Flow. The business problem Addison Dogster is the system administrator […]

Often times in automation, you want activities to occur only when the record is new, when the record is updated, or when there was a record update but only if the previous field value was ‘x’. The power formula functions IsNew(), IsChanged(), and PriorValue() that you use in workflow rules and processes can also be […]

It’s 80 degrees, I’m in a T-shirt and shorts, and I’m writing a blog about Winter ’23. We are so far from actual winter here in North America. But yet, here we are. It’s release time! Let’s talk about the newest, shiniest features for you and your end users that will hit your sandboxes and […]

Welcome to another “Automate This!” In this live-streamed video series, we cover all things automation, from use cases and best practices to showcasing solutions built by #AwesomeAdmin Trailblazers like you. With automation, you can remove manual tasks, drive efficiency, and eliminate friction and redundancy. In this episode, four community Flow experts showcase a Flow feature […]

Summer ’22 introduces a new feature—Flow Testing! The Summer ’22 Release brings admins the ability to create tests for record-triggered flows with Flow Testing. This beta* feature is a great productivity gain for admins! First, you create positive test scenarios for your flow in advance. This includes setting up a test record to use and […]