Category Archives: Flow

Flow Hack: Flow Naming Conventions

As promised in my 2022 Best Practices for All Flow Types, I have compiled my full list of naming conventions. You’ll find a defined naming convention for pretty much every possible thing you might include in a flow. Take what I’ve defined below and customize it for what makes sense in your org. Note: You’llContinue reading “Flow Hack: Flow Naming Conventions”

2022 Flow Best Practices, Pt 2: Screen Flows

Today we’re bringing you Carissa’s best practices for screen flows, continued from last week’s Best Practices for All Flow Types… Scroll down for the details, or click the links below to jump right to the best practice: Formatting Text Customize Buttons Use Data Tables Provide Helpful Error Messages Launch Flows with Actions Use Screens andContinue reading “2022 Flow Best Practices, Pt 2: Screen Flows”

Flow Enhancement: Flow Trigger Explorer & Ordering

I was on a User Group meeting featuring the “Oprah of Salesforce” – Jen Lee. She showed Spring 22 features I already knew about, but I was so excited about them, I thought they were worth their own post. Flow Trigger Explorer This is such a powerful tool. You know all those times you’ve wantedContinue reading “Flow Enhancement: Flow Trigger Explorer & Ordering”

2022 Flow Best Practices, Pt 1: All Flow Types

A couple years ago, I wrote a blog on my personal Flow Best Practices. Because I learn more about Salesforce every day, and my knowledge and understanding of the platform continues to grow, my list of best practices for flow has evolved. I share it with you today – and who knows, maybe in 2024Continue reading “2022 Flow Best Practices, Pt 1: All Flow Types”

Overwrite Standard Buttons with Flow

Have you ever wanted to have your users create a parent and child objects at once, without relying on them to remember to do it? If you haven’t, can I come work in your org? Let’s pretend Tim McGee is an awesome admin at Skywalker Space Shuttles. Tim’s VP of Operations, Becky Stark, comes toContinue reading “Overwrite Standard Buttons with Flow”