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.

Lightning Flows in Salesforce: Record Choice Set in Lightning Flows

Under this topic, we discuss how we can use a record choice set to create an input field corresponding to Lookup fields in salesforce.

This is helpful when we have to use lookup fields in screen flows in salesforce.

While creating record choice set, you can even apply filter conditions to bring only specific lookup records , so that only those would be available for users to select. You can even sort records while fetching or configure those choice’s labels.

If you want to know the detailed explaination along with examples and demo for creating record choice set in Lightning Flows in Salesforce, please check below video:

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

Lightning Flows in Salesforce: Creating Picklist Choice Sets in Lightning Flows

To use picklist fields inside lightning flows,we need to have the picklist values available.

For this, we need to create a picklist choice set from resources section in flows.

Then, we can use those picklist choice set inside Screen Flows and map with picklist fields.

If you want to know the detailed explaination along with examples and demo for creating picklist choice set in Lightning Flows in Salesforce, please check below video:

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

Adding Lighting Flows to Record Pages

Under this topic we will see, how we can create variables and use them in lightning flows.

We will also see how to include our Lightning Flows inside records pages in Salesforce.

To incldue a flow on lightning record page of an object, we just have to edit the page with the help of lightning app builder and include flow in it.

We can pass the current record Id as parameter to Flow. We just have to create a variable in flow from resources section and make it available for input, then pass the value from record page itself.

If you want to look into detailed explaination with the help of example, Please check below video:

Let me know in the comments section of video, if you have any doubts related to this topic.

Creating First Flow with Screen Element and Debug a Flow

Under this topic we will look into:

Create a contact Records with the help of Screen flows

How to Debug a Flow.

Please check below video for detailed explaination on creating a Flow with Screen Element and how to debug a flow:

Let me know in the comment section of video, if you have any doubts.