How Flow Saved My Job

Flow took me from a “hmm…let me Google that” Salesforce admin to a confident “no record is too far out of reach” admin-eloper (admin/developer). Leadership changed at my company and I had to quickly differentiate myself from my new boss, a Salesforce administrator with way more experience than me. In our initial conversations, he made it clear he would prefer to have a developer working for him. Okay…. one developer, coming up!

i can be a developer Continue reading How Flow Saved My Job

Converting a Lead in Flow

Hate the lead conversion screen? Make your own in Flow with an Apex Plug-In.

Features

  • Lead Conversion Apex Plug-In: Get Here
  • Screen Elements in Flow
  • Visualforce page
  • Custom Button

Why We Want a Custom Process: The User Story

Susie Q. wants to convert a lead and associate it with an existing opportunity (and therefore account). We do not want a new contact. Continue reading Converting a Lead in Flow

Dynamic Picklist List Choices in Flow

You can’t do a user lookup inside a screen element in Flow, so create dynamic record choices instead! No need to hardcode the names of employees who might leave.

Features

  • Dynamic Record Choice – don’t need to hard code the values if they may change!
  • Default Picklist Value
  • Screen element in the flow.

Continue reading Dynamic Picklist List Choices in Flow