Salesforce Automation

Salesforce Flow: Use Loop in a Screen Flow

Salesforce Flow: Use Loop in a Screen Flow

Learn how to use loops to iterate over multiple records in Salesforce Flow.
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Salesforce Flow: Use Invocable Actions

Salesforce Flow: Use Invocable Actions

Use your custom Apex code in Salesforce Flow with invocable actions.
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Salesforce Flow: Before-Save Trigger

Salesforce Flow: Before-Save Trigger

A great alternative to before triggers is now available as part of Salesforce Flow.
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Lightning Flow: Use Record Choice Set in a Picklist

Lightning Flow: Use Record Choice Set in a Picklist

Enhance picklists in your lightning flows with this neat trick.
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Lightning Flow: Use REGEX for Validation

Lightning Flow: Use REGEX for Validation

Learn how to use to regular expressions in Salesforce Lightning Flow.
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Invoke API Callout from Apex

Invoke API Callout from Apex

Learn how use API Callout in Apex.
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Lightning Flow: Create a Button to Send Auto-Generated Email

Lightning Flow: Create a Button to Send Auto-Generated Email

Learn how use Quick Action and Lightning Flow to create a button to send auto-generated emails to customers.
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Generate Leads with Salesforce Sites

Generate Leads with Salesforce Sites

Learn how to use Salesforce Sites to generate leads directly to your Salesforce org.
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Salesforce Winter '21 Release - New Flow Features

Salesforce Winter '21 Release - New Flow Features

In the latest Salesforce Winter ’21 Release we are getting tons of new features to the Lightning Flow. Read about the most exciting enhancements coming to Flows this season.
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How to Integrate CallRail with Salesforce

How to Integrate CallRail with Salesforce

Enable your sales and marketing team to see call and text activity, lead attribution and customer information directly in Salesforce with CallRail integration.
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8 Reasons Why You Should Start Automating with Flow

8 Reasons Why You Should Start Automating with Flow

As Salesforce Administrator, the Lightning Flow can be a powerful tool in your toolbelt. Learn why you should starting automating with Flows.
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Flow: Create Login Flow with Terms of Service

Flow: Create Login Flow with Terms of Service

Learn how to create Login Flow in Salesforce. Easy step-by-step guide for Salesforce Administrators.
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Process Builder: Change Lead Status Automatically

Process Builder: Change Lead Status Automatically

Learn how to set up an automation in Salesforce Process Builder to automatically change Lead Status based on task activity.
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Flow: Populate "Related Opportunity" field on Contact

Flow: Populate "Related Opportunity" field on Contact

Learn how to populate a custom field "Related Opportunity" on Contact with a Flow Builder. Step by step guide for all Salesforce Admins who want to learn how to use Autolaunched Flows.
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