it is useful! thanks! could you make a video with this case? To learn: email alert and create records in Flows Case: A company B2C wants to reward customers every 3 purchases. So the goal using Flows would be to send email alert with coupon and create a voucher (object) for that person account with the coupon for those who have 3, 6, 9, 12, 15, etc. opportunities.

@@AS-sp8cj Thank you so much for the comments/feedback! This is a very specific use case, but a good one to cover a few elements of automation. Give me a week, but I'll look to do this because it's a good one, and possibly, a real life business requirement you might need help on. Subscribe and turn on notifications so you see it pop up next week. Cheers again AS!

Here you go! I did it! How to Flow: Assess Criteria, Create a Record and Send an Email (Salesforce Tutorial) kzfaq.info/get/bejne/qpdnlbdyz7bGj6s.html

​@@AdamFoyston thank you so much Adam! I'd never thought of the logic you used :) so clever !! I copied it in Sandbox to run trials but I got an error whenever an account had 3 or more opportunities closed won. I'm working to found out what's the error. But I really thank you because it's so valuable what you did.

Hi AS, thanks for the comments. Sorry to hear it's not running as expected in your org. A few things to look out for/check (if you haven't already) or try next, would be: - Check if there are any flows, processes or workflows, running on the Account at the moment that might be interrupting things? - Post what the error is you read/see here so I can have a think. It might be a mathematical error if your variable isn't set up correctly - i.e. it might be trying to divide by null causing a logic error? - Try creating an 'Update Record' action to populate a description field on the account or Opportunity with the value of the variables at various stages, so you can see what being produced and used. Although Flow has a 'runtime debug' feature, it annoyingly doesn't work on Record-Triggered Flows. So you have to do 'think outside the box' with the investigation to debug yourself. Let me know if you're still struggling and we can see how I might be able to help further. Cheers again. Adam

Thank you Pablo! Very kind of you. Let me know if you have any requests or suggestions for future videos 👍🏽

You're welcome!

Great to hear and glad it was helpful! Thanks too for engaging. Let me know if I can help further. Adam :)

Glad you like them Ahmad.

You're welcome! Thanks for the comments. :)

Glad you like them! Hopefully they have helped you along your Salesforce journey :)

My pleasure!

Awesome, thank you Brandon! If you have any use cases of your own that you'd like a video on, let me know :)

My pleasure

Appreciated Megan.

Thank you Karen. Try checking out my other FLow video 'Requests Use Case #1' as that might help when looking at more complexity. Also, let me know what your unique use case is and I can see if I can do a video on it. Cheers again :)

Great stuff. I think SF will put a lot of their automation eggs into Flow and improve it over time. Now to just migrate the Workflows and Process Builders we've been doing all this time (check out my other video 'Stop' on the new migration tools)

Wow, thanks! Very kind and much appreciated. Do let me know if I can help further and if you have any suggestions for future content for me to do :)

Great to hear and thanks for the comment. Do let me know if you have anything you’d like to see specifically. Cheers again! Adam

You are welcome! :)

Glad you enjoyed it, Steven!

Great suggestion! Cheers mate :) Great channel you have too 👍

Stick with Flows...it definitively is tricky at first to understand the principles. It helps if you've worked with Apex code before as you understand the different steps and functions to get what you want. I recommend to check out my other Flow videos (playlist) that have some smaller examples and variations to help you get better knowledge. :)

Hi Lidia! Thanks you so much for the comments. Let me know if there are any use cases or other suggestions of things you'd like to see? Cheers again :)

Glad it was helpful! Thanks for engaging Robin.

Thank you Rahul for the kind feedback! Let me know if you have any suggestions for future content :)

Thanks for the comment James. Is there anything you suggest that I should focus on for the next videos? Much appreciated. Adam

Thanks for the comments and yes, more flows. But do you have any suggestions? Always keen to hear what you think is the best topic/use case to do them on :)

@@AdamFoyston Bulk Delete Leads from a list View, When an Opportunity = lost, update contact to loss reason, external use of components/actions & templates

haha - no problemo :)

Cheers Doug! Much appreciated!

Gracias!

Great suggestion! I actually do the same too, not just for Flows but for dashboards and other things. I'll add that to my content list for sure. Thanks again. :)

Hey Adam, did you do this video Flow planning? I don’t seem to see it anywhere. Thanks but badly want it

Haha - Thanks Cyril! Let me know if you have any ideas for videos that you might think would be good to do/helpful. Cheers again :)

@@AdamFoyston I've been assigned a project to create an Experience Cloud (previously called Communities) for our customers to track/open cases + Knowledge access. I'll be more than happy to have some fundamentals about it, which sounds like a common request in the Salesforce world.. Thank you :)

I just looked up on KZfaq and there are not many videos about it since it's been renamed/refreshed..

Great shout...I've added it to my release calendar to do in the coming weeks :D

This is a great observation too. It hard for me to keep up on all the renames Salesforce do and for a lot of people new to Salesforce, they wouldn't think of searching for Communities (or Portals as it was once called)! Thanks again mate.

Hi there. Yes it's just an example and to be honest I've not revisited for a while. However, I hope it's helped you try flows out a bit. Do check out the other newer videos for more up-to-date use cases. Good luck and thanks for engaging.

Well done for figuring that out yourself! Sometimes Trailhead fails in places.

Thank you!

Hi Doug! Great suggestion on the Sub-Flow. I'll add it to my next short series on Flows.! Cheers again for engaging - much appreciated :)

Hi there, good use case. So my first thought (from memory) would be to do 2 stages in the screenflow (2x screens) - first one the user selects the values (Midtown and Marriott) and then the second screen displays the values (after running a get element in the background). In addition, you can display the results in a data table which is now native in SF from WInter 23. Check out my video called Screen Flow Tables BUT first check out the new Winter 23 video to see the native data table bit (so you don't have to install the 3rd party data table tool). Hope that helps.

Hi there, so converting a Lead to an Account can be a tricky one to replicate/replace, because there are a lot of Salesforce things that go on in the background that will be very difficult to replicate, such as rebuilding a screen that shows the user if there are any duplicates, to auto-archive the Lead on conversion, to provide the option of an Opportunity to be create, and not least, the merge and mapping of fields, files and activities from the Lead to the Account (and it get's more complex if you have Person Accounts). My advice would be to use as much of the 'out the box' Salesforce as possible and thing about how you could build a flow after the conversion to do what you want (or before). Start by outlining the functional requirement and then work form there. For example, if the requirement is, I want to have the user enter some information before a conversion (or after) then maybe ask for that info in the LEad before a conversion or on conversion, trigger a screenflow to ask that information? The former will be easier I would think as you could do that before conversion and then map the fields to the Account/Opp, etc. Let me know what you're trying to do and I'll see if I can offer anything more. :)

@@AdamFoyston Thank you so much for responding, I have been playing around with it I believe your suggestions will be definitely helpful!! thank you again!

Hi Vero - I must have forgotten. However! today Workflows are now 'dead' and SF are also shutting down Process Builder too. The best practise is to do all in FLow so I recommend to check out my other FLow videos :)

Hi Emily, thanks for the comment and question. To me the user journey or process flow from the reading of your comment is that a user would: 1. Create an Opportunity from scratch (not from an Account) 2. In the required field 'Account' on the Opportunity record the user searches for the Account to connect the record with. 3. On save of the Opportunity you want a new Contact Record to be created and related to the Account in the Opportunity lookup entered in 2. If that is the requirement, I would first challenge why users are creating Opps from scratch. Usually, I recommend Opporunities to be created from an Account, or better still, a Contact record. That way, the Opportunity is automatically related to the Account and contact. The other reason I would recommend this (rather than a flow to do the above) is because logically, the sales user journey (for most businesses) is the following: 1. Lead is identified and qualified 2. Lead is converted into an Account, Contact and Opportunity 3. If a salesperson identifies an chance to sell new business to a customer, then they first need to create an Account and then will likely call/email/visit the customer by name and therefore create a contact to record that interaction 4. Only then would the salesperson have an Opportunity identified and therefore created to start progressing to Closed Won There is a small use case that the salesperson creates an Opportunity before speaking to a contact, but I would recommend NOT to create a new contact every time because it's highly likely over time, that the contact already exists. Therefore, you'll end up with lots and lots of duplicated contacts. Let me know if this makes sense/helps. My approach is ALWAYS to challenge the business requirement and see what the logical (and simplified) process could be first,...and then use OOTB (out of the box) Salesforce as much as possible (the way it was meant to be used). Hope that helps - let me know if anything else. Adam :)

There is a Flow Basics one you can follow. Here is a link to a bunch that will help: trailhead.salesforce.com/search?keywords=flow+basic

Hi there, check these videos out and hopefully should give you a good understanding. Emails are not the easiest to construct in Flow, but is possible to get the idea from one of these: kzfaq.info/get/bejne/peB_ddZ5tavchXk.html OR kzfaq.info/get/bejne/bqydgaqHyr_SY6M.html

Hi Carlos, thanks for the comments! Regarding your use case, can you give me a bit more information of what you're trying to do and I can have a look for a featured video? I'm assuming you are trying to add Opportunity Products to the Salesforce Orders object? Are you using Quotes object at all? Cheers! Adam

@@AdamFoyston oh Adam, you’re a superstar! Yes we are using Quotes Object. My use case is: we are trying to have a flow that we will use in Communities and use the Flow component to call it from there, this flow is to create a new order by the partner and add products to the order. I tried an screen flow to create the new order then use the newly created order ID to filter the products using picklist then choose one to add to this Order. I am stuck from the Products filter point onwards 😫. Can you guide me please? 🙏 . Thank you so much!

So to be clear, the user flow is: 1. Partner (on communities) creates an Opportunity and then clicks a button to 'Create New Quote' 2. The Flow will then auto-add products to the Order? Is there not a possibility to: 1. Expose the Opportunity and Quote Objects to the Partner 2. Partner creates new Opportunity and new Quote using the standard buttons 3. A specific price-book of products and pricing can be assigned to the Partner so when they've created the Quote, they are able to Add Products from that list 4. Once they've added the products to the quote, they can send it for approval (basically send it to an internal team to review and approve discounts, or negotiate and add more discount with them) 5. Able to convert to an Order on Close Won of the Opportunity If the use case is, allow partners to create their own quotes and convert to an order, you could get quite far just exposing the standard objects and functionality. However, if your use case is more specific or different to the above, let me know. It's good to know what the functional requirements are first before deciding how to develop it (i.e. As a Sales User, I want to be able to...So that.... - like user stories)

@@AdamFoyston You're great, thank you for your reply. The aim of my use case it to minimize the clicks when placing an order through the Partner community. The use case is just to place an Order with the product, just like "Here's my order to be processed" kind of thing. It's quite simple for us but a bit scary for the inexperienced users. That's why we thought of using guided screen flow to minimize clicks and make it faster. We're not using the Opportunity Object. We're looking to create the order directly. There's only the Standard Pricebook active. My screen flow got jammed when it comes to the part of filtering the products down so they can pick the one they want to be added to the order, this is where I get stuck on. I must be doing something wrong; I know I don't have a good knowledge with Flow as well. Thanks, Adam.

What is that Product List doing then? Are you calling the Price Book list of Products and displaying it in a picklist? What filter are you using on it? If you're creating a new order, then retrieving that new Order record ID, then passing it to the Price Book, I doubt that would work as I doubt that are any products in the ORder unless you manually add them first. It might be better to query the Price Book object to display all the product, then on selection, take that Product ID/s and create new Order Products on the Order record created earlier? I may need to revisit Orders too to see if there is any dependency on Opporutniy when using Price Books. Good luck.

Great suggestion - I'll add that to me list for content! Agreed.

Should be: developer.salesforce.com/signup

Thanks you - let me know if you have any specific use cases I could maybe help with! Adam

Hi there, do you have any more details on how you've created the Flow? Are you following the flow build in this video? If so, things that might cause an error could be: - Sharing Rights (user profile doesn't have read/write access or your Org Wide Default is set to not allow it), Variable not set for required fields (for example, the Contact needs an Account ID set for it, otherwise you can't create it), etc... Let me know if I can help more. Cheers, Adam

Thanks! :)

Haha. Well I guess I'm happy you've found a new video to help you at bedtime ;) Thanks for the feedback. Adam

Your other videos, not so much. Maybe I’m just tired. Why does Salesforce have to confuse us all with Flow, workflow, Flow Builder, Process Builder……ugh!!!🤪