Salesforce Flow is an extremely powerful feature, the most powerful within any Salesforce Admin’s arsenal. It’s a point-and-click configuration tool that grants Admins the ability to integrate complex business logic into Salesforce online training without having to write a single line of code.
In this article, we’re going to discuss five different Salesforce Flow ideas that can be created in a very short amount of time and can be used to benefit your Salesforce org dramatically. It is strongly suggested as best practice that you build this out in a Sandbox or Developer Org as opposed to Production. Building anything directly in Production can cause issues if you’re not careful.
Idea #1: Salesforce Flow to Standardize Opportunity Naming
Requirement: Opportunities are being created with all sorts of different naming conventions, and you, as the admin, have been tasked to clean them up and keep them aligned going forward.
Solution: You can create a Salesforce online training India Flow that grabs the name of the Account, the Type field, and the Stage field from the Opportunity and strings them together to create a naming convention for all Opportunities going forward.
Firstly, you’ll need to create a new Record-Triggered Salesforce Flow that runs every time the record is created or updated, and runs before the transaction.
Next, you need to create a new Resource. This will be a Formula called oppNameFormula, and the formula itself will be:
{!$Record.Account.Name} & ” — ” & TEXT({!$Record.Type}) & ” — ” &
TEXT({!$Record.StageName})
See below for the completed Formula Resource.
Note: The formula assumes there will ALWAYS be an associated Account, Type, and StageName value on the Opportunity. You may need to use Validation Rules to enforce this, or use IF logic to accommodate for edge cases where these values are not populated.
Finally, you need to assign the oppNameFormula to the Opportunity Name field. Simply drag in an Assignment element and populate it as follows.
Save your Salesforce Flow for Automatic Opportunity Naming and activate it. To test this Salesforce Flow, create a new Opportunity record and ensure the Account, Type, and Stage fields are populated. When creating your record, ensure the Name value is set to something that doesn’t line up with the naming convention when you create it. After you’ve saved the record, the name should have updated to align with the naming convention.
This kind of Salesforce Flow can be used on any object within Salesforce, depending on the type of name you want to give those records. All Cases could have a uniform Subject field, Campaign records could be automatically named based on where they sit in a hierarchy, etc.
Idea #2: Salesforce Flow to Quickly Create a Child Contact Record
Requirement: Service team members are getting phone calls from existing client businesses, but the people that call are often not recorded in Salesforce. Some team members create new Leads, some take handwritten notes and forget to enter them into the system, and some log the notes against a different Contact under the same Account all because it’s too time consuming to create a new Contact record on the go.
Solution: Give them a Screen Flow that makes creating Contact records on the fly a breeze.
Create a new Screen Flow and place a Screen element on it. Add 4 fields as below.
Next, you need to grab the Id of the Account record that you’ll start the Salesforce training Flow from. To do this, you want to create a New Resource and call it recordId. Be sure to allow for input. See the screenshot below for more information.
Once you’ve saved the recordId resource, it’s time to insert your record. Add a Create Records element onto the Canvas after your Screen element and set the Fields section to ‘Use separate resources, and literal values’. This is where you’ll map the recordId to the lookup field (in this case, the AccountId field) and map the screen values to the fields on your new record. See the example below.
That’s it! You could add a Screen to let the user know their record is created, or use a custom Action to redirect your user to their newly created record, but sometimes it’s best to keep it simple!
Now all that’s left is to create an Action on the Account object that calls this Flow for Creating a Child Contact Record, and you’re done! The Record Id will automatically be passed into the recordId variable.
Summary
These are just a number of ways that Salesforce Flows can be used to quickly and effectively enhance your Salesforce org. With only a few clicks on a simple interface, a Salesforce Admin can align the system with the priorities of the business.
Salesforce online training Hyderabad Flow is the most powerful declarative tool an Admin has. If you’re starting out your Admin journey and still learning the ropes, make sure you invest some time learning how to build Salesforce Flows properly you won’t regret it.
