Flow Canvas

🎯 Flow Best Practices Series (Post 2): Mastering Loops in Salesforce Flow Loops in Salesforce Flow are pivotal for handling multiple records, whether you're updating statuses, sending notifications, or applying widespread changes. Key Components of a Loop: ➡️ Collection Variable: Holds the items for iteration, like a list of contacts or opportunities. ➡️ Loop Variable: Assigns the current item from the collection for individual manipulation. ➡️ Loop Path: Defines the actions for each item, such as updating fields or sending emails. ➡️ Direction: Sets the sequence of iteration, from first to last item or vice versa. Why Place DML and SOQL Outside the Loop? Keeping DML (Data Manipulation Language) and SOQL (Salesforce Object Query Language) operations outside of loops is a best practice aimed at minimizing system load and maximizing efficiency. These operations, essential for creating, updating, deleting, or retrieving records, must be managed carefully to avoid hitting Salesforce's limit of 150 DML statements and 100 SOQL queries per transaction. ✅ See the latest post for more info, including use cases 👇🏼 https://lnkd.in/e-bJ-hFd Stay tuned for more insights in our Flow series! #SalesforceFlow #BestPractices #SalesforceAdmin #FlowLoops #DataManagement

💡 Weekend Tip 👇🏼 Screen Flows: Unlike many automation tools that work in the background, Salesforce Flows can interact directly with users through Screen Flows. These are used to collect information from users or provide them with choices and actions. How have Screen Flows improved interactions in your processes? #Salesforce #CRM #SalesforceEcosystem #CloudComputing #Trailhead

⭐️ Are you taking full advantage of Custom Permissions in Salesforce? These versatile tools offer granular control over access to specific functionalities within your org, making them essential for any Salesforce setup. What You Can Achieve with Custom Permissions: 🔥 Granular Control: Assign access to specific app features or processes, moving beyond standard profile or permission set limitations. 🔥 Dynamic Use Cases: Toggle access to functionalities like buttons, Visualforce pages, and Apex code. 🔥 Hierarchical Configuration: Easily manage user access across various roles by assigning permissions through sets or profiles. Learn more, and see a use case, on the blog! 👇🏼 https://buff.ly/40oSBzJ #Salesforce #UseCase #Innovation #Trailblazer #SalesforceFlow #AwesomeAdmins

Quick Admin Tip: #Salesforce has updated the System Overview page to enhance visibility into your custom metadata types. Now, you'll find two separate categories for a clearer analysis: "Your Custom Metadata Types" shows counts exclusive of those from certified managed packages, while "Total Custom Metadata Types" includes all, even those installed from such packages. This change aids in better managing and understanding the scope of metadata within your org. For additional info, be sure to check out the Spring 25 release notes! #AwesomeAdmins #Trailblazer #Innovation #CRM #SalesforceCommunity

Imagine error-free Salesforce automation! Flow Canvas Support offers expert training and support so you can tackle flows with confidence. Let's make Salesforce work for you! https://lnkd.in/gD8eFKby #Salesforce #Service #Lifestyle #CRM #Trailblazer

Quick Admin Tip: #Salesforce has updated the System Overview page to enhance visibility into your custom metadata types. Now, you'll find two separate categories for a clearer analysis: "Your Custom Metadata Types" shows counts exclusive of those from certified managed packages, while "Total Custom Metadata Types" includes all, even those installed from such packages. This change aids in better managing and understanding the scope of metadata within your org. For additional info, be sure to check out the Spring 25 release notes! #AwesomeAdmins #Trailblazer #Innovation #CRM #SalesforceCommunity

Hello folks, come join us on the Flownatic Slack Workspace. Learn flow, agentforce, orchestration, and more. #Salesforce #Flownatic #Slack #Support #SalesforceAdmins #SalesforceDevelopers

Flow Bootcamp starts January 8! Join our next Live Flow Course, where you'll experience real-time, interactive learning designed for immediate application and success. ⭐️ Why Choose Our Course? ⭐️ 👏🏼 Expert-Led Sessions: Learn from 23x certified Salesforce expert, Engin Utkan. 😎 Hands-On Learning: Tackle real-world scenarios to solidify your understanding and skills. 📲 Ongoing Support: Access the course recordings for a YEAR, and join the private Slack workspace! Registration link is in the comments! #Salesforce #FlowCanvasAcademy #SalesforceTraining #CareerGrowth

🌟 Exciting Updates in Salesforce Flow's Simple Email Action! 🌟 Since its debut in the Winter '15 release, the Simple Email action has become a staple in the Salesforce toolkit, evolving with each update. The latest upgrades, including cc and bcc options and direct file attachments, are transforming communication workflows within Salesforce, especially for small businesses and nonprofits. Read our latest blog post and learn 👇🏼 ✅ How to configure a Schedule-Triggered flow to automate emails. ✅ The step-by-step guide on attaching files using the Flow Email action. ✅ Insightful tips on optimizing your flow to ensure seamless operation. 👉 Want to read more and see helpful images that guide you through the process? Visit our latest guest blog for a detailed walkthrough and expert tips! https://buff.ly/4h5VSJV #Innovation #CRM #Salesforce #DigitalMarketing #TechForGood

Custom Metadata Types (CMDT) offer a solution for managing and deploying configuration data across environments. What does this mean for you as an admin or developer? Simply, greater control and flexibility over your application settings. 🔍 Key Features of CMDTs: 🔥 Metadata Deployment: Easily deploy both structure and records. ✅ Declarative Configuration: Set up directly in Salesforce UI or through tools like Metadata API. 👏🏼 Programmatic Access: Utilize in Apex or via APIs without hitting governor limits. ☕️ Enhanced Relationships and Integration: Works with other metadata types and Salesforce packages. Read the latest blog post for a use case and video! https://buff.ly/4gMPSpI #Salesforce #Innovation #CRM #AwesomeAdmins #Trailblazer