Lightning Flows in Salesforce: How to Assign records to Queue using Flows

In this topic, we will discuss, how we can assign records to Queues with the help of lightning flows in salesforce.

Problem Statement: When a case record is created with subject containing ‘predator’, assign the record to a Queue – ‘CasePredatorQueue’.

Please check below video for more detailed explaination :

If you have any questions related to this topic, please add them in comments section of the video.

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Lightning Flows in Salesforce: Sending Email Alerts Using Salesforce Lightning Flows

In this post, we will discuss how we can use email alerts in flows to send emails to user.

Please check below video for more detailed explaination :

Problem Statement: Whenever status of case changes to Escalated, send an emal to user.

If you have any questions related to this topic, please add them in comments section of the video.

Lightning Flows in Salesforce: How To Manage Flow Versions And Access to Flows| Restrict User Access

In this post we will discuss,

  1. How we can manage the flow versions.
  2. How we can restrict user access on flows.
  3. How we can deactivate flows in salesforce.
  4. How we can create new version or new flow from existing flows in salesforce.
  5. We will look into flow properties.

Please check below video for more details on this topic :

If you have any questions related to this topic, please add them in comments section of the video.

Lightning Flows in Salesforce: How to Upload Files Using Flows in Salesforce?

Under this topic, We discuss how we can Upload Files using Salesforce Lightning Flows.

Problem Statement:

Create a case from Account record using quick action and attach file along with case.

Please check below video for detailed explaination with examples on uploading files using lightning flows in salesforce:

If you have any questions related to this topic, please add them in comments section of the video.

Lightning Flows in Salesforce: How to Call Flows Using Quick Actions in Salesforce?

To use flow inside quick actions in Salesforce we need to follow below steps:

  1. Create a flow to be used in quick action.
  2. Create a recordId variable resource which will be accepting recordId as input.
  3. Create a Quick action from buttons, link and actions on object and select action type as flow.
  4. Include the flow name in the action.
  5. Include the Quick Action inside Salesforce Mobile and Lightning Experience Acions section in Page layout.

Please check below video for more detailed explaination :

If you have any questions related to this topic, please add them in comments section of the video.

Lightning Flows in Salesforce: How to Delete a Record Using Flows in Salesforce

Under this topic, we discuss how we can delete a Salesforce Record using Flows.

Problem Statement : Delete a case record when status of case is updated to closed.

Please check below video for more detailed explaination with help of example:

If you have any questions related to this topic, please add them in comments section of the video.

Lightning Flows in Salesforce: Condition Elements, Loops and Assignments in Lightning Flows

Under this topic, we discuss how we can create an auto-launch flow. How we can call auto-launch flow from process builder.

Further, we discuss, how we can use:

1. Decision element

2. Loop Element.

3. Assignment Element.

We understand that by taking a problem statement and providing a solution for it.

Problem Statement:

When ‘Customer Priority’ field on Account is updated, update the ‘Priority’ field of all related cases having ‘Status’ as ‘New’ with same value.

Please check below video for more detailed explaination :

If you have any questions related to this topic, please add them in comments section of the video.

Lightning Flows in Salesforce: How to Debug Auto Launch Flows in Salesforce?

Under this topic, we will see how we can debug an auto launched flows in salesforce, so that we can check whether it is working correctly or not.

Please check below video for more detailed explaination on debugging auto launched flows in salesforce:

If you have any questions related to this topic, please add them in comments section of the video.

Lightning Flows in Salesforce: How to Call Auto Launched Flow from Process Builder in Salesforce ?

Under this topic, we will check:

  1. How we can create an auto launched flows in Salesforce.
  2. How to call an auto launched flow from process builders.
  3. How can we pass paramters from process builders to lightning flows.

Problem Statement:

When ‘Customer Priority’ field on Account is updated, update the ‘Priority’ field of all related cases having ‘Status’ as ‘New’ with same values.

Please check below video for detailed explaination along with examples and demo.

If you have any questions related to this topic, please add them in comments section of the video.

Lightning Flows in Salesforce: Using Formulas in Salesforce Lightning Flows

Under this topic, we will discuss, how we can use formulas in Lightnng Flows in Salesforce.

For using formulas, we need to create a resource of formula type and than use it in our flows.

If you want to know detailed explaination on how to create and use formulas in lightning flows, please check below video:

If you have any questions related to this topic, please add them in comments section of the video.