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Tag: salesforce flow

December 8, 2022December 8, 2022 Samantha Shain Uncategorized

comparing lists in Salesforce Flow

I used formulas, text variables, collection variables, loops, and assignments in Salesforce Flow to compare lists of Contacts and Contact Roles and create new Contact Roles as needed. Read further for the first attempt that didn't work... and how I fixed it!

October 2, 2022October 3, 2022 Samantha Shain Salesforce, Uncategorized

UnofficialSF: 8 Recipes for Custom Header Screen Flow Component

Wondering how to add some flair to your (Screen) Flows? I have just the recipes you need! Thanks to Sharad and the team at UnofficialSF for making Custom Header, the component that inspired this post!

July 29, 2022July 29, 2022 Samantha Shain Salesforce, Uncategorized

Rendering Salesforce Flow-based forms with Rich Text: an open source collaboration triumph

A form-building "dead end" turns into a triumph thanks to community collaboration. PLUS (see what I did there?) learn how to build Rich Text Forms in Salesforce Flow with my handy tutorial.

March 1, 2022March 1, 2022 Samantha Shain Salesforce

case study: how to move a Process Builder to Flow [Salesforce]

During the month of February, I worked with a consultant to move just ONE process builder over to Flow, and it was an ADVENTURE! In this blog post, I will write about some of the challenges, avoided (!) pitfalls, learnings, and maybe even some advice as we, collectively, face this huge change in the Salesforce admin toolbox.

December 22, 2020August 29, 2021 Samantha Shain Salesforce, Uncategorized

going with the Flow

A technical blogpost about learning Salesforce Flows turns into a sappy blogpost about friends and community. Who wouldda thunk it?

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