Add New Lead To Campaign + Autoresponder
I’ve always found that if you combine these, you will kill two birds with one stone or kill two automation pieces with one flow if you may.
Custom Metadata and Flows a perfect pairing
Custom Metadata is mainly used in configuration settings for managed packages. I’ve been using it to hold data like tax rates, promotion information, and targets…
One Page Project: Staff Productivity Log Tracking
Still, I once encountered the challenge of tracking what people were doing specifically across multiple objects. Productivity Log tracking is…
How To: Set future dates excluding weekends
An everyday use case for automation in Salesforce, whether through Workflow, Process Builder, or Flow Builder, is setting a future date…
One Page Project: Promocode Checker
In this tutorial we are going to create a system which automatically checks promotion against a promocode provided by the customer. If valid then..
One Page Project: Urgent Case Display
When you or other staff are working on cases, it is always best to make sure cases do not fall through the cracks. A great way to utilize screen flows is…