Flow Tutorial for Beginners in 16 Minutes (with Scenarios)

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  • Опубліковано 5 лип 2024
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    In this comprehensive 16-minute Salesforce tutorial, I'll guide you through the intricacies of Salesforce Flow - a robust 'clicks not code' automation tool. This Flow tutorial is designed to equip you with the skills to navigate various scenarios efficiently.
    We'll start off by demystifying the basics of Salesforce Flow, emphasizing its visual automation prowess. Then, diving into real-world scenarios, witnessing the application of Flow in updating field data based on record types. The tutorial seamlessly transitions to creating related records and notifying stakeholders of changes, ensuring a thorough understanding of Flow's versatility.
    As we explore each scenario, I provide hands-on demonstrations, bridging the gap between theory and practical application. From bidirectional updates to stakeholder notifications, every step is meticulously explained, making this Flow tutorial a comprehensive resource for both beginners and experienced Salesforce users.
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    Chapters:
    0:00 Introduction to Salesforce Flow
    1:12 Basics of Salesforce Flow
    2:19 Flow Scenario 1: Updating Fields Based on Record Type
    6:17 Flow Scenario 2: Create a Related Record
    9:47 Flow Scenario 3: Email Stakeholders on Close Date Change
    12:58 Flow Scenario 4: Duplicating Opportunities with Screen Flow
    #salesforceflow #salesforcetutorials #salesforcedevelopers #salesforce
  • Наука та технологія

КОМЕНТАРІ • 2

  • @caiocesardealvarengaprado5799
    @caiocesardealvarengaprado5799 4 місяці тому +1

    Hi Justin, did you know a way to send through flow email for more than 5 receivers without using email alert? Asking because I need this to be dynamic, so email alert didn't work for me

    • @JustinWills
      @JustinWills  4 місяці тому +1

      You probably need to use an invocable apex method that calls the SingleEmailMessage class. This allows up to 150 email to addresses.
      developer.salesforce.com/docs/atlas.en-us.apexref.meta/apexref/apex_classes_email_outbound_single.htm#apex_Messaging_SingleEmailMessage_setToAddresses