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Multi Object Distribution System – User Setup

25/08/2022

Initial Setup Before we start building the flow out we need to create these Variables which are crucial to the flow. They are all text types. Distribution needs to be available for outside flow usage as the id is going to be passed through this. Variable Type Purpose Input Output DistributionId Text Holds Distribution Container […]

Multi Object Distribution System – Distribution Flow

24/08/2022

If you have followed this tutorial so far you will have created the objects and the fields in the previous step. If you haven’t I recommend that you go back and complete that otherwise, you will be hacking things together on the fly. This will slow you down, and you may miss a field you […]

Multi Object Distribution System – Object Setup

23/08/2022

We need two objects for this project the first Distribution Container is what it sounds like and is the container for users in that distribution queue. Distribution users are child records of the Distribution containers which hold the individual user. Distribution Container Setup Action Name Type Create Object Distribution Container Name Field Name Text Input […]

Build Overview: Multi object Distribution System

23/08/2022

Record distribution is important especially if you want it on a round-robin system. I have used flow-based solutions to deliver this to several clients in the past.  What is round-robin distribution? If you have used things like Distribution Engine you will be fully aware of round-robin distribution. Just in case you don’t know how it […]

Adding A New Custom Button to Launch Flows

23/08/2022

So now we have built the flow we need to create a button and add it to the page layout to launch the flow. In lightning, there are options of including it on the lightning page so in this we will cover both methods. You can do this with any screen flow even though this […]

Flows Aren’t They Same Thing as a Workflow Rule?

23/08/2022

In conversations, I have had with business users who do some light admin work. I have been asked what Flow is? Is it any different to Workflow rules? If I had not had these conversations I would forget to take into consideration that, not everyone uses Salesforce the same or may have used it at […]

Better record creation with screen flows (Part 2)

23/08/2022

Following on from the first part of this tutorial found here. This will be pretty straightforward to populate the options with the updates and creates two additional screens. Record Options Decision Create a decision that will take the option selected in the previous screen and run through the required actions. So the decisions are Edit […]

Better record creation with screen flows (Part 1)

23/08/2022

Screen flows are an absolute game changer outside of programmatically creating custom interfaces for creating records. Screen flows offer an easier level of accessibility to admins and developers alike. They can replace related records “new” button to add multiple opportunity products. So in the scenario, we will cover one of the most common use cases. […]

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