Quoting and Selling Services Using Salesforce Revenue Cloud Demo
Review how you can sell services with Salesforce Revenue Cloud, from Quoting, changing scope, approvals, and document generation.
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Query Records by List of Ids in Flow
One of the big asks for Flow is to be able to have the ability to get Records where the Id is IN a list of Ids. There is an idea on the idea exchange which, at the time of writing this post, has 6,330 points. This is a hot request as many times in…
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Record Type Picklist and Available Record Types for User in Flow
Getting the available Record Types in the org versus the Record Types a User is allowed might be different. To help this in Flow, a new Apex Action, Get Available Record Types, was added in the Winter ’21 release. This Apex Action will get the available Record Types that the User has access to, including…
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Run Flow Button Updates – Winter ’21
With the Winter ’21 Flow Components update, the Run Flow button is now available from: Home Screen When redirecting from a community button to a record, the URL structure for communities is different than lightning or classic. To redirect in communities, redirect to a URL and ensure that you start the URL with “/detail/” followed…
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Call Flow in Lightning Runtime through a URL
Calling a Flow from a button through a URL link has been something that has been available in Salesforce for a while now. Using the URL runs the Flow in classic mode, but you can extend to Lightning through Enabling Lightning Runtime for Flows. This, however, does not work with the Lightning Navigation Service, and…
Keep readingRelated List Button to Send Records to Flow
With the Winter 21 release we have added the capability to select records in a related list and send the records to Flow! This is a big enhancement that we think many will find great uses for. There are a few pieces of setup. To help with understanding of how this works, we’re gong to…
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