How to: Build a Simple Salesforce Flow! (Salesforce Tutorial)
Вставка
- Опубліковано 9 лип 2024
- Sign up to a 5 Day Salesforce Challenge to help get your certification! talentstacker.com/salesforce-...
In this video you'll follow me on screen as we build together a flow using Salesforce Process Builder.
Perfect if you're new to Salesforce or if you're experienced but haven't used Flow Builder yet.
Get your own FREE Salesforce Developer Org here: developer.salesforce.com/signup
Timecodes
0:00 - Intro
0:28 - Overview
0:58 - Build Your Own Developer Org
1:43 - Creating a New Flow
3:34 - Overview of Flow Types
5:34 - Scenario to Build
6:27 - Create a Screen
8:27 - Create a Variable
10:48 - Add Screen Form Input Elements
14:08 - Create a Record Choice Set Picklist
21:32 - Add a Toggle Element
24:30 - Test Run Your Screen
25:39 - Create a Get Records Function
27:58 - Add and Configure a Decision Element
30:54 - Add a Create Record Function
32:05 - Add and Configure an Assignment Element
34:29 - Add an Update Record Function
35:08 - Run in Debug Mode
36:35 - Learn More/Outro
If you find this useful subscribe for more videos like this every week!
Also, let me know if there are any other videos you'd like me to make.
May the Salesforce be with you! x
Connect with me on Twitter: / adamfoyston
Connect with me on LinkedIn: / adam-foyston-32148954 - Навчання та стиль
![Salesforce - Lightning Flow Builder - Tutorial 2020 [COMPLETE]](http://i.ytimg.com/vi/VwDdbY_VR8I/mqdefault.jpg)
As always let me know if you found this useful and if you have any specific questions or video requests around Salesforce to help you become more successful and productive with Salesforce!
Cheers! :)
it is useful! thanks! could you make a video with this case?
To learn: email alert and create records in Flows
Case: A company B2C wants to reward customers every 3 purchases. So the goal using Flows would be to send email alert with coupon and create a voucher (object) for that person account with the coupon for those who have 3, 6, 9, 12, 15, etc. opportunities.
@@AS-sp8cj Thank you so much for the comments/feedback! This is a very specific use case, but a good one to cover a few elements of automation. Give me a week, but I'll look to do this because it's a good one, and possibly, a real life business requirement you might need help on. Subscribe and turn on notifications so you see it pop up next week. Cheers again AS!
Here you go! I did it! How to Flow: Assess Criteria, Create a Record and Send an Email (Salesforce Tutorial) ua-cam.com/video/t17bTAjPb_w/v-deo.html
@@AdamFoyston thank you so much Adam! I'd never thought of the logic you used :) so clever !! I copied it in Sandbox to run trials but I got an error whenever an account had 3 or more opportunities closed won. I'm working to found out what's the error. But I really thank you because it's so valuable what you did.
Hi AS, thanks for the comments.
Sorry to hear it's not running as expected in your org. A few things to look out for/check (if you haven't already) or try next, would be:
- Check if there are any flows, processes or workflows, running on the Account at the moment that might be interrupting things?
- Post what the error is you read/see here so I can have a think. It might be a mathematical error if your variable isn't set up correctly - i.e. it might be trying to divide by null causing a logic error?
- Try creating an 'Update Record' action to populate a description field on the account or Opportunity with the value of the variables at various stages, so you can see what being produced and used.
Although Flow has a 'runtime debug' feature, it annoyingly doesn't work on Record-Triggered Flows. So you have to do 'think outside the box' with the investigation to debug yourself.
Let me know if you're still struggling and we can see how I might be able to help further.
Cheers again.
Adam
This is by far the best flow video I have found on the internet, thanks!
Thank you Pablo! Very kind of you. Let me know if you have any requests or suggestions for future videos 👍🏽
This is the most clear and simple channel of salesforce in all youtube! Thanks Adam for your help!
You're welcome!
This is really amazing. It has been 10 years since i am in Salesforce ecosystem, tried alot but can't keep myself away from the flows
Great stuff. I think SF will put a lot of their automation eggs into Flow and improve it over time. Now to just migrate the Workflows and Process Builders we've been doing all this time (check out my other video 'Stop' on the new migration tools)
Beautifully explained. Thanks a ton
My pleasure
I love your videos ! I always find them so helpful , please keep going !
Glad you like them Ahmad.
So incredibly helpful, you're love for teaching really shines here! It was super user-friendly and engaging, thank you!
Appreciated Megan.
Your videos are amazing! Your teaching style is fantastic, I'd love to see more and more flow videos! I'm watching through your playlist now! Thanks!
Awesome, thank you Brandon! If you have any use cases of your own that you'd like a video on, let me know :)
Adam, this is such a helpful video. Going through it a 2nd time to assist as I create a specific flow for a use case we have. I especially love how you have broken out the video and labeled it so I can jump to where I need to go. Keep making these!
Thank you Karen. Try checking out my other FLow video 'Requests Use Case #1' as that might help when looking at more complexity. Also, let me know what your unique use case is and I can see if I can do a video on it. Cheers again :)
Great explanation on record variable, record choice set, etc. Very helpful. "Coolio" - haven't heard that in a while (I'm about the same age as you, so I remember that phrase!)
haha - no problemo :)
By far the most clear tutorial for flows out there. i had waited so many years for something like this, more power and blessings for you.
Wow, thanks! Very kind and much appreciated. Do let me know if I can help further and if you have any suggestions for future content for me to do :)
Great Video! Thank you for taking the time to make this.
My pleasure!
Thank you, so explicit and good illustration. This I found best in flow
Great to hear and glad it was helpful! Thanks too for engaging. Let me know if I can help further. Adam :)
Excellent tutorial and I have no problems to follow along. Thanks!
You're welcome! Thanks for the comments. :)
Hey Adam! Great content. Very simple and easy to follow!
Glad you like them! Hopefully they have helped you along your Salesforce journey :)
Thanks for the video, Adam...amazing! It would be interesting if you started flow videos with a spec sheet of what the flow should do, with specific details, then we could pause, go build it, and then watch the remainder of the video. Cheers!
Great suggestion! Cheers mate :) Great channel you have too 👍
Adam, I had no idea what I was doing beforehand, but this was a great first video into learning Flows. Going to watch the process builder one now also!
Great to hear and thanks for the comment. Do let me know if you have anything you’d like to see specifically. Cheers again! Adam
Very well presented and useful video, thank you
Excellent Video and great way of explaining! Thanks a lot!
You are welcome! :)
I just found out your UA-cam channel and I'm amazed! Thanks for sharing all this content (:
Hi Lidia! Thanks you so much for the comments. Let me know if there are any use cases or other suggestions of things you'd like to see? Cheers again :)
This is very helpful. Thank you for making this video. It is very well done!
Glad you enjoyed it, Steven!
Adam is a very good teacher. Nuff said.
Cheers Doug! Much appreciated!
Super informative! Thanks!
Thanks for the comment James. Is there anything you suggest that I should focus on for the next videos? Much appreciated. Adam
Best explanation, your channel will do good for sure
Thank you Rahul for the kind feedback! Let me know if you have any suggestions for future content :)
This was so helpful! Thanks.
Glad it was helpful! Thanks for engaging Robin.
Great explain
Thank you..I keep following and digesting each part, it is not easy.. I like your teaching style though and sense of humor :)
Stick with Flows...it definitively is tricky at first to understand the principles. It helps if you've worked with Apex code before as you understand the different steps and functions to get what you want. I recommend to check out my other Flow videos (playlist) that have some smaller examples and variations to help you get better knowledge. :)
Thank you, this is exactly what I needed! I did all of the modules and projects, usually my brain can pick up and assemble, but there was too much and I couldn't create the skeleton on my own, also reading the theory on the side was too abstract so not helpful. Thank you for this video!
Very usefull, thank you. Regards from El Salvador.
Gracias!
Great Explanations! Thanks for creating this! More FLOWS please :)
Thanks for the comments and yes, more flows. But do you have any suggestions? Always keen to hear what you think is the best topic/use case to do them on :)
@@AdamFoyston Bulk Delete Leads from a list View, When an Opportunity = lost, update contact to loss reason, external use of components/actions & templates
Nice stuff and great explaination. But I'm a bit confused with the update existing function. as there are only firstname and lastname fields to find the contact. also only things can be updated is the firstname and lastname in this flow. (I can see we can add some fields in the screen flow form to be the updated info like email or phone number)
Hi there. Yes it's just an example and to be honest I've not revisited for a while. However, I hope it's helped you try flows out a bit. Do check out the other newer videos for more up-to-date use cases. Good luck and thanks for engaging.
Very helpful. After following along with trailhead, I passed the unit but ran into an error trying to debug the code. While not needed to pass the unit, I wanted to understand why the error was popping in debug. The key was to "Manually assign variables" under the new contact screen. Trailhead advised to leave this unchecked. But checking the box, and storing the first and last name variables to the record variable as advised by your video fixed the debug error.
Well done for figuring that out yourself! Sometimes Trailhead fails in places.
Please making more videos!
Thank you!
Hey Adam! Love your videos - your energy and your explanations are great. I'm wondering if you could do a video on how you plan out flows on paper before you start building. I think this step is important. It allows me to "pre-think" through what needs to happen so that I make fewer errors during the flow build. I'd love to see how you do this so I can make my process stronger. Thanks for considering!
Great suggestion! I actually do the same too, not just for Flows but for dashboards and other things. I'll add that to my content list for sure. Thanks again. :)
Hey Adam, did you do this video Flow planning? I don’t seem to see it anywhere. Thanks but badly want it
Thanks for this video! Do you have time to create a video on how a subflow can be used? I'm assuming you create a flow that functions independently yet attach it as a subflow to another flow.
Hi Doug! Great suggestion on the Sub-Flow. I'll add it to my next short series on Flows.! Cheers again for engaging - much appreciated :)
Just found the new best UA-cam SF Teacher. Thanks mate
Haha - Thanks Cyril! Let me know if you have any ideas for videos that you might think would be good to do/helpful. Cheers again :)
@@AdamFoyston I've been assigned a project to create an Experience Cloud (previously called Communities) for our customers to track/open cases + Knowledge access. I'll be more than happy to have some fundamentals about it, which sounds like a common request in the Salesforce world.. Thank you :)
I just looked up on UA-cam and there are not many videos about it since it's been renamed/refreshed..
Great shout...I've added it to my release calendar to do in the coming weeks :D
This is a great observation too. It hard for me to keep up on all the renames Salesforce do and for a lot of people new to Salesforce, they wouldn't think of searching for Communities (or Portals as it was once called)! Thanks again mate.
Hi Adam. Love your channel, I find it really helpful. I was wondering if you were able to have a video about how to create a flow similar to the "Convert" button in the Leads Object. I'm trying to create something a bit more complicated for my organization but I'm a bit stumped on how to.
Hi there, so converting a Lead to an Account can be a tricky one to replicate/replace, because there are a lot of Salesforce things that go on in the background that will be very difficult to replicate, such as rebuilding a screen that shows the user if there are any duplicates, to auto-archive the Lead on conversion, to provide the option of an Opportunity to be create, and not least, the merge and mapping of fields, files and activities from the Lead to the Account (and it get's more complex if you have Person Accounts). My advice would be to use as much of the 'out the box' Salesforce as possible and thing about how you could build a flow after the conversion to do what you want (or before). Start by outlining the functional requirement and then work form there. For example, if the requirement is, I want to have the user enter some information before a conversion (or after) then maybe ask for that info in the LEad before a conversion or on conversion, trigger a screenflow to ask that information? The former will be easier I would think as you could do that before conversion and then map the fields to the Account/Opp, etc. Let me know what you're trying to do and I'll see if I can offer anything more. :)
@@AdamFoyston Thank you so much for responding, I have been playing around with it I believe your suggestions will be definitely helpful!! thank you again!
This is a great video, but I am really struggling to work out where what you have made will now show up on Salesforce?
Hey thanks for the wonderful explanation. Could you please help me out with an issue I am having? I am having two choice groups named hotel_List and room_List. Now based on the selection on the hotel_List the room_List should display records as per the hotel_List. For example if user selects Midtown burn and Marriott as the hotels, only rooms associated with these hotels need to be displayed. I would also like to add that these choice groups are of type choice sets and not record choice sets.
Hi there, good use case. So my first thought (from memory) would be to do 2 stages in the screenflow (2x screens) - first one the user selects the values (Midtown and Marriott) and then the second screen displays the values (after running a get element in the background). In addition, you can display the results in a data table which is now native in SF from WInter 23. Check out my video called Screen Flow Tables BUT first check out the new Winter 23 video to see the native data table bit (so you don't have to install the 3rd party data table tool). Hope that helps.
great
Hi Adam, at the beginning of this video you make reference to another Flow video that looks at Process Builder, Flow and Workflow. I can't seem to find the link to that video. Would you be able to share the link to that video please. Gracias
Hi Vero - I must have forgotten. However! today Workflows are now 'dead' and SF are also shutting down Process Builder too. The best practise is to do all in FLow so I recommend to check out my other FLow videos :)
Can you make an updated one? I know there has been some updates
recently.
Great suggestion - I'll add that to me list for content! Agreed.
What is a trailhead flow you recommend doing? I think you mentioned one in this video?
There is a Flow Basics one you can follow. Here is a link to a bunch that will help: trailhead.salesforce.com/search?keywords=flow+basic
Hi, I'm looking to create a flow to auto populate contact details (from the account) when the company name is inputted in opportunities. I'm struggling with it. Have you got a video on this at all?
Hi Emily, thanks for the comment and question. To me the user journey or process flow from the reading of your comment is that a user would:
1. Create an Opportunity from scratch (not from an Account)
2. In the required field 'Account' on the Opportunity record the user searches for the Account to connect the record with.
3. On save of the Opportunity you want a new Contact Record to be created and related to the Account in the Opportunity lookup entered in 2.
If that is the requirement, I would first challenge why users are creating Opps from scratch. Usually, I recommend Opporunities to be created from an Account, or better still, a Contact record. That way, the Opportunity is automatically related to the Account and contact.
The other reason I would recommend this (rather than a flow to do the above) is because logically, the sales user journey (for most businesses) is the following:
1. Lead is identified and qualified
2. Lead is converted into an Account, Contact and Opportunity
3. If a salesperson identifies an chance to sell new business to a customer, then they first need to create an Account and then will likely call/email/visit the customer by name and therefore create a contact to record that interaction
4. Only then would the salesperson have an Opportunity identified and therefore created to start progressing to Closed Won
There is a small use case that the salesperson creates an Opportunity before speaking to a contact, but I would recommend NOT to create a new contact every time because it's highly likely over time, that the contact already exists. Therefore, you'll end up with lots and lots of duplicated contacts.
Let me know if this makes sense/helps. My approach is ALWAYS to challenge the business requirement and see what the logical (and simplified) process could be first,...and then use OOTB (out of the box) Salesforce as much as possible (the way it was meant to be used).
Hope that helps - let me know if anything else. Adam :)
Wow, that’s awesome, Adam. I tried to follow your step by step guide here to create a flow called by an action button that could add products to Orders object, OMG I got really stuck.
Have you done something similar to this? Please could you give us some pointers? 🙏
Thank you so much 😊
Hi Carlos, thanks for the comments! Regarding your use case, can you give me a bit more information of what you're trying to do and I can have a look for a featured video? I'm assuming you are trying to add Opportunity Products to the Salesforce Orders object? Are you using Quotes object at all? Cheers! Adam
@@AdamFoyston oh Adam, you’re a superstar! Yes we are using Quotes Object. My use case is: we are trying to have a flow that we will use in Communities and use the Flow component to call it from there, this flow is to create a new order by the partner and add products to the order. I tried an screen flow to create the new order then use the newly created order ID to filter the products using picklist then choose one to add to this Order. I am stuck from the Products filter point onwards 😫. Can you guide me please? 🙏 . Thank you so much!
So to be clear, the user flow is:
1. Partner (on communities) creates an Opportunity and then clicks a button to 'Create New Quote'
2. The Flow will then auto-add products to the Order?
Is there not a possibility to:
1. Expose the Opportunity and Quote Objects to the Partner
2. Partner creates new Opportunity and new Quote using the standard buttons
3. A specific price-book of products and pricing can be assigned to the Partner so when they've created the Quote, they are able to Add Products from that list
4. Once they've added the products to the quote, they can send it for approval (basically send it to an internal team to review and approve discounts, or negotiate and add more discount with them)
5. Able to convert to an Order on Close Won of the Opportunity
If the use case is, allow partners to create their own quotes and convert to an order, you could get quite far just exposing the standard objects and functionality.
However, if your use case is more specific or different to the above, let me know. It's good to know what the functional requirements are first before deciding how to develop it (i.e. As a Sales User, I want to be able to...So that.... - like user stories)
@@AdamFoyston You're great, thank you for your reply. The aim of my use case it to minimize the clicks when placing an order through the Partner community. The use case is just to place an Order with the product, just like "Here's my order to be processed" kind of thing. It's quite simple for us but a bit scary for the inexperienced users. That's why we thought of using guided screen flow to minimize clicks and make it faster.
We're not using the Opportunity Object. We're looking to create the order directly. There's only the Standard Pricebook active.
My screen flow got jammed when it comes to the part of filtering the products down so they can pick the one they want to be added to the order, this is where I get stuck on. I must be doing something wrong; I know I don't have a good knowledge with Flow as well. Thanks, Adam.
What is that Product List doing then? Are you calling the Price Book list of Products and displaying it in a picklist? What filter are you using on it? If you're creating a new order, then retrieving that new Order record ID, then passing it to the Price Book, I doubt that would work as I doubt that are any products in the ORder unless you manually add them first.
It might be better to query the Price Book object to display all the product, then on selection, take that Product ID/s and create new Order Products on the Order record created earlier?
I may need to revisit Orders too to see if there is any dependency on Opporutniy when using Price Books. Good luck.
I am pretty new here and have watched your videos. They are informative, but can you do a video on a very, very, simple flow to send an email alert when a contact is updated for an account.
Hi there, check these videos out and hopefully should give you a good understanding. Emails are not the easiest to construct in Flow, but is possible to get the idea from one of these: ua-cam.com/video/ozOBsHPExUE/v-deo.html OR ua-cam.com/video/8FmNGVeYn3o/v-deo.html
Hey Adam, Do you know if the Developer site is still free? It appears as though it is not anymore? Thanks!
Should be: developer.salesforce.com/signup
Can you please create more videos on Flows
Thanks you - let me know if you have any specific use cases I could maybe help with! Adam
An unhandled fault has occurred in this flow
An unhandled fault has occurred while processing the flow. Please contact your system administrator for more information. I have got this error when Im trying to create a record. Can you please let me know
Hi there, do you have any more details on how you've created the Flow? Are you following the flow build in this video? If so, things that might cause an error could be: - Sharing Rights (user profile doesn't have read/write access or your Org Wide Default is set to not allow it), Variable not set for required fields (for example, the Contact needs an Account ID set for it, otherwise you can't create it), etc... Let me know if I can help more. Cheers, Adam
like + comment :)
Thanks! :)
Nothing personal, but every time I try to watch this I doze...ZZZZZ
Haha. Well I guess I'm happy you've found a new video to help you at bedtime ;)
Thanks for the feedback. Adam
Your other videos, not so much. Maybe I’m just tired. Why does Salesforce have to confuse us all with Flow, workflow, Flow Builder, Process Builder……ugh!!!🤪