Let's Get Flowing - Salesforce Flow Training: Session Four: Flow Templates and Login Flows

Опубликовано: 25 Октябрь 2024
на канале: Terry's Tidbits
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Use Case:
• We want users to update their User Profile. To do this, we want to use a pre-built flow template and have it auto-launch when users log into Salesforce.
• The flow template needs to be modified to prevent it from running if the User’s Profile is greater than 70% complete.

Topics Covered:
• Building the Flow
o Flow Templates:
 AppExchange Flow Solutions: sforce.co/383Dqh0
• Profile Wizard: sforce.co/38YL8dz
o Login Flows: sforce.co/2Vu6ifF

• Activating and Deactivating a Flow: sforce.co/3a5TXCp

• Testing our Flow: sforce.co/2HUM3zF

• Modify the Flow to prevent it from running when the User Profile is at 70% complete or higher
o Decision: sforce.co/2TgW8fH