Wizard's Apprentice

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Update Only User Selected Records From a Multi-Select List in Flow

Wizard Apprentice – Update Only User Selected Records From a Multi-Select List in Flow

One of the big frustrations people have with Flow is having users select records is a royal pain. There’s no “Lookup” field for a flow screen and searching for records can be messy and inconsistent. Unless you’re prepared to create a custom Lightning Component to embed into a Flow Screen, you’re almost out of luck.

There’s is a way if you’re able to provide a way to limit the possible records.

In this video, I show how you can provide a multi-select field displaying multiple records and then update only the records the user selects. It involves a few tricks and it works best when the potential list of records is small. In my example, the Flow is designed to list records related to a single account.

Pieces of the Flow

Here’s are the elements in the Flow:

  • Screen – With a multi-select for users to select records
  • Fast Lookup – To lookup the records the user might select
  • Loop – To loop through the sObject Collection from the Fast Lookup
  • Decision Element – Determine if the individual record being looped was selected
  • Screens – 1 to show a record not selected, 1 to ask for the user to input the value to update the selected record
  • Assignment – To assign the user input to the sObject Variable
  • Assignment – To add to a new sObject Collection for updating records
  • Fast Update – Update all the in the update sObject Collection

Behind the Scenes

  • Dynamic Choice – Contains list of records for users to choose from. These are the choices of the multi-select field on the first screen
  • variable: recordId – input variable to grab the ID of the record when used in a Flow Action
  • variable: vrAccountID – variable for the Account ID, default value is recordId
  • sObject Collection Variable: vrSoColAssets – Assets in the Fast Lookup. The records should mirror the records in the dynamic choice
  • Sobject Variable: vrSoAsset – A single asset record for the loop.
  • sObject Collection Variable: vrSoColUpdate – a collection variable to hold vrSoAssets that are going to be updated
  • Multi-Select Checkboxes Field: Select_Assets – this is the field on the first screen that uses the dynamic choice
  • variable: vrSelectedAssetsIDs – Text Variable which the value is Select_Assets
  • Outcome: Selected – This is from the decision element. To determine if a specific record was elected we check to see if vrSelectedAssetIDs contains vrSoAsset.id

 

Wizard Apprentice Flow Tutorial

How would you use this Flow trick? Do you know of a better way of accomplishing this without writing code? Let me know!

Want to see more videos on Flow? Let me know in the comments what you want to see!

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Wizard’s Apprentice Lightning Experience – Sobject Variables, Collections & Loops Revisted

 Wizard’s Apprentice: Sobject Variables, Collections & Loops Revisted

Thank you everyone who has watched these videos and left me comments. I do my best to read and respond to each one.

One of the most common questions I’ve gotten is about sObject Variables, Sobject Collections and Loops. Lots of requests for clarification.

In this video, I change our metaphor a bit. This came from my dear friend Mark Ross (salesforceYoda). We presented this in a Hands-On-Training (HOT) at Dreamforce 2015. You can find this session here: http://www.salesforce.com/campaigns/success-services/sfu-hands-on-training-sessions.jsp The session you’ll want is “Build Advanced Flow with Loops and Fast Elements.”

I hope this helps clarify how sObject Variables, Collections, and Loops work. As always if you have any requests for what else you’ll like to see or learn about, please leave a comment. Leaving a Like on the video also helps out a great deal.

Some sounds effects were provided by: http://www.freesfx.co.uk

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Wizard’s Apprentice Lightning Experience – Custom Objects and Lookups

 Wizard’s Apprentice: Lightning Experience – Sales Board and Custom Buttons

Welcome back Wizard Apprentices! We’re continuing my hands-on first look at the new Salesforce user interface: Lightning Experience. This is on a Winter ’16 Pre-Release org, and as I found out there are some things just not available quite yet and some rough edges that will hopefully get smoothed out for the actual release. Pre-Releases often don’t reflect everything that will be in the final release.

Tyler Schwartz asked “I’m curious about custom objects? Also lookup fields.. I hope that you can display lookups as pick lists in the new UI…”

Thank you for your question and request Tyler.

 

So this is video is for you Tyler and everyone else interested in Custom Objects. They’re not where you would expect them to be.

I highly recommend that you take advantage of your sandbox preview and test your configurations with the new user interface before you release it upon your end users.

Questions, comments and requests are welcome! Please post them either to the video or here in the blog. Be sure to like the video if you want me to do more Lightning Experience videos.

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Wizard’s Apprentice Lightning Experience – Sales Board and Custom Buttons

 Wizard’s Apprentice: Lightning Experience – Sales Board and Custom Buttons

Welcome back Wizard Apprentices! We’re continuing my hands-on first look at the new Salesforce user interface: Lightning Experience. This is on a Winter ’16 Pre-Release org, and as I found out there are some things just not available quite yet and some rough edges that will hopefully get smoothed out for the actual release. Pre-Releases often don’t reflect everything that will be in the final release.

We’re looking at the new Sales Board, a drag and drop interface for updating your Opportunity Stages. I’m also showing how custom buttons are not available in Lightning Experience, something that will likely impact many people.

I highly recommend that you take advantage of your sandbox preview and test your configurations with the new user interface before you release it upon your end users.

Questions, comments and requests are welcome! Please post them either to the video or here in the blog. Be sure to like the video if you want me to do more Lightning Experience videos.

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Wizard’s Apprentice Lightning Experience – A First Look

 Wizard’s Apprentice: Lightning Experience – A First Look

Welcome back Wizard Apprentices! We’re getting a first look at the new Salesforce user interface: Lightning Experience. This is on a Winter ’16 Pre-Release org, and as I found out there are some things just not available quite yet and some rough edges that will hopefully get smoothed out for the actual release. Pre-Releases often don’t reflect everything that will be in the final release.

I highly recommend that you take advantage of your sandbox preview and test your configurations with the new user interface before you release it upon your end users.

The follow video is a little rough. No script was used and this was truly my first time with my own hands on a Lightning Experience interface. I’ll walk you through how you can enable the new User Interface and how a user can toggle back and forth between the current Aloha interface and Lightning Experience.

Questions, comments and requests are welcome! Please post them either to the video or here in the blog. Be sure to like the video if you want me to do more Lightning Experience videos.

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Wizard’s Apprentice Visual Workflow Episode 7: Debugging Flow

 Wizard’s Apprentice: Debugging Flow

I know it’s been a while since the last Wizard’s Apprentice video. Sorry about that. It’s amazingly difficult to find time to record without screaming children in the background and then edit the video. Hopefully, things will calm down after I move my home office and get things setup.

A common frustrating I hear from people starting with Flow is how they can figure out what is going wrong in their Flows. Finding that variable or element that is causing your Flow to return an unhandled exception. This is also known as debugging your Flow, or removing the “bugs” in your Flow that are causing errors.

There’s a reason why you’re frustrated. It’s very frustrating to debug Flows right now. There’s three main methods for debugging your Flow:

  1. Using a screen or email to display what your variables/inputs are between each of your elements
  2. Using Developer Console or Monitoring to view debug logs
  3. Using the email error message

None of these do a perfect job at debugging your Flow but it’s better than absolutely nothing. The error email you receive got some improvements in Summer ’15 and I hope they continue to expand on that update.

It helps to know some of the common errors that occur in Flow. We’ll be doing a deeper dive on those in a future video.

Click here for the video: https://youtu.be/XqhH_57O7NU

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Wizard’s Apprentice Lightning Process Builder Episode 1: Getting Familiar

Lightning Process Builder: Getting Familiar

The Lightning Process Builder is the future version of Workflow Rules. It’s builds on top of the foundation of Visual Workflow and is significantly easier to learn that Visual Workflow.

For our first episode of the Process Builder, we take a quick overview of what’s different compared to Workflow Rules. So join us as we take a look at an existing Process and take a quick overview of the Lightning Process Builder.

Click here for the video: https://youtu.be/QMfyt4vfBJY

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Wizard’s Apprentice Visual Workflow Episode 5: Loops, Assignments, and Fast Elements

Visual Workflow: Loops, Assignments, and Fast Elements

In Episode 3,Power of the Flow, we looked out how our end users can use Visual Workflow.

This episode we examine Loops including the Loop Element. We also look at using the Assignment, Fast Create, and Fast Lookup elements. Prepare to be loopy!

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Wizard’s Apprentice Episode 4: Using the Power of the Flow

Visual Workflow: Power of the Flow

In our last episode, Visual Workflow: Record Create, we built a Flow that creates a Contact and an Account at the same time for our users.

This episode we look at three ways to make your Flow available to your end users. They too will learn the power of the flow.

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