Wizard's Apprentice

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7 Winter ’20 Lightning Flow Builder Features

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Lightning Flow Builder – Winter ’20

Salesforce Winter ’20 release is nearly upon us! The release notes are over 500 pages long this time around and it’s very likely you’ve may have missed some really cool updates. There are a number of updates coming to Flow, including some long-waited features. Winter ’20 is being released to some orgs September 20, and to the majority of Salesforce customers October 12 – check status.salesforce.com for the details on your org.

I have 7 Winter ’20 Flow updates that I’m really interested in. I haven’t made up my mind about one of them and I discuss why in the video. They other six features either add functionality back that was in the old Cloud Designer, or are net-new and AWESOME to the Lightning Flow Builder. Seriously, awesome.  They’re so awesome, it makes me want to sing praises to Shannon Hale. She’ll have to settle for her theme song.

There’s a lot in the release notes, so if you want more coverage, stay tuned for the Winter ’20 Overview podcast episode of the WizardCast. Estimated episode release is September 23, 2019

7 Winter ’20 Flow Features

  1. Schedule Flows – Autolaunch (no screen) flows only
  2. New Resource auto-populate
  3. Conditional Visibility on a Flow Screen
  4. Lookup Component for Screens
  5. Text Templates are now Rich Text
  6. Panning & Multi-Select
  7. Auto-Create Record Variables when adding Get Record element

This by far isn’t all the features coming out in the Winter ’20 release. I highly recommend you check out the release notes. You can also check out the post from Unofficial Flow site that provides a blog post overview.

Video

This series of Wizard’s Apprentice will focus on a gradual review of the Lightning Flow Builder and Flow concepts to help make you be an automation wizard! Make sure you’ve watched our Lightning Flow Builder Overview episode since this expands what was already covered.

https://www.youtube.com/watch?v=Z7zChxlMQp4

Check out other Wizard’s Apprentice videos:

Decision Flows:

Lightning Flow Builder: Decision Element! Wizard’s Apprentice Episode 3

Lightning Flow Builder Screen Flows Wizard’s Apprentice Episode 2

 

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

 

Wizard’s Apprentice: Lightning Flow Builder Overview

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Lightning Flow Builder: Resources! Wizard’s Apprentice Episode 4

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Lightning Flow Builder – Resources

Flow Resources are where we store information and provide potential values. There are 8 different types of resources we can use within our Flows. It is possible to create and use a Flow without using any resources, but the majority of the Flows you will create will be using resources.

Resources can be confusing for people. Some of the terms used are unfamiliar to Admins who have never had any programming or code exposure.  This Lightning Flow example, we look at the different resources you can create. You’ll learn about the different data types, how resources are used, and just exactly what “variable” means.

Flow Resources Type

  1. Variable – Data that can change during your Flow. Can be any Available Data Type. Most common are Text, Numbers, Dates, and Records. This can be a single value or a list of values. For example, multiple Accounts or just 1 account.
  2. Constant – Data that does not change during your Flow. Can be Text, Number, Currency, Date, and Boolean (True/False)
  3. Formula – Create a Formula similar to a Custom Field Formula. Functions from Field Formulas work here. Supports Text, Number, Currency, Date, Date/Time, and Boolean.
  4. Text Template – Provides a nice way to combine other resources and free text to create a text block. Think Chatter post
  5. Choices – A single value used on a screen for custom radio buttons, checkboxes, picklsits
  6. Record Set Choices – A list of potential choice values based on currently existing record data. Example, list of phone numbers of Accounts that are customers
  7. Picklist – The values in a Picklist Field

Flow Data Types

  1. Text – String or Text. IDs, states, typed answers that are not just numbers, dollars, or dates
  2. Record – Salesforce data! Accounts, Contacts, Opportunities, Custom Objects.
  3. Number – A valid number. Doesn’t included preceding zeros. Can have decimals
  4. Currency – Money!
  5. Boolean – True or False. Think checkbox
  6. Date – Just a date. For example 9/4/2019
  7. Date/Time – A date with a time. For example 9/4/2019 at 12:00 PM
  8. Picklist – Picklist Values
  9. Multi-Select Picklist – Values for Multi-Select picklists
  10. Apex-Defined – Defined by Apex Code

Video

This series of Wizard’s Apprentice will focus on a gradual review of the Lightning Flow Builder and Flow concepts to help make you be an automation wizard! Make sure you’ve watched our Lightning Flow Builder Overview episode since this expands what was already covered.

https://www.youtube.com/watch?v=2MAqvl2TA2s

Check out other Wizard’s Apprentice videos:

Decision Flows:

Lightning Flow Builder: Decision Element! Wizard’s Apprentice Episode 3

Lightning Flow Builder Screen Flows Wizard’s Apprentice Episode 2

 

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

 

Wizard’s Apprentice: Lightning Flow Builder Overview

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Lightning Flow Builder: Decision Element! Wizard’s Apprentice Episode 3

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Lightning Flow Builder – Decision Element

The Decision Element is one of the most important elements we have in Lightning Flow Builder. It is the only way we can add logic and pathways to our Flow automation.  Unlike Screen elements, Decisions can be used in both Screen and Autolaunched flows.

With Workflow rules, we can add a single set of logic, when the rule should fire its actions. Process Builder expands on this logic. In addition to specifying when actions should be fired, in some circumstances, you can add additional logic. For example, when updating related records as an action, you can specify the criteria the related record must have in order to get updated. Flows allow even more complicated logic. We can add a decision to split the flow of automation.

Unlike Process Builder and Workflow rules we can create many different pathways in our logic. A decision element will always have at least 2 pathways – one based on criteria and a second as the default or “catch all.” You can add additional outcomes to a decision element. You will always have a default outcome. This is the path your flow will take when none of the other outcomes match the criteria being evaluated. In this Lightning Flow example, you’ll see how to use the Decision element, create outcomes, and some use cases.

Decision Element Uses

  1. Split the path of the Flow. This is great for “If a user selects picklist value 1, send them to screen 1. If the user selects picklist value 2, send them to screen 2.” and so forth.
  2. Check Input values. You may be passing values into your resources when the Flow starts. This is very common with Auto-launched flows. Your flow will likely be dependent upon having a value in those resources. I like to have a decision element immediately at the start to ensure that everything I expect to have been passed in has well been passed in. This way if I’m missing something I can error gracefully versus getting a big ugly error message
  3. Check Get Records elements. One of the frustrating things that many Flow users is not checking that Get Records elements found records. It may work 9 out of 10 times. On that 10th time, if your flow assumes you have records and you don’t, you’ll get a nasty error. Using a decision element to check you have found records allows you to have a graceful error or “fault” path.
  4. Ending Flow early. There may be circumstances when you simply want the automation to stop. This could be because of an error (like in use case #3) or because the user doesn’t have the custom permission to let them use the automation. A decision doesn’t have to have a continued path. It can simply stop.

 

Video

This series of Wizard’s Apprentice will focus on a gradual review of the Lightning Flow Builder and Flow concepts to help make you be an automation wizard! Make sure you’ve watched our Lightning Flow Builder Overview episode since this expands what was already covered.

https://www.youtube.com/watch?v=oyNjoUTd9XA

 

Check out other Wizard’s Apprentice videos:

Screen Flows:

Lightning Flow Builder Screen Flows Wizard’s Apprentice Episode 2

 

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

 

Wizard’s Apprentice: Lightning Flow Builder Overview

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Lightning Flow Builder Screen Flows Wizard’s Apprentice Episode 2

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Lightning Flow Builder – Screen Flows

Lightning Flow Builder is unique automation tool in Salesforce. You can build Screen Flows, Flows that use the Screen element to display information and accept end-user input into your automation.

This series of Wizard’s Apprentice will focus on a gradual review of the Lightning Flow Builder and Flow concepts to help make you be an automation wizard! Make sure you’ve watched our Lightning Flow Builder Overview episode since this expands what was already covered.

Episode 2 is all about the Flow screen element. It’s how we let our users interact with our flow. It’s unique as it’s the only code-free automation tool with the capability to interact with the automation. Flow Screens gives you a lot of flexibility to control the look and feel of Salesforce.

There are the legacy “classic” screen components like Display Text and Input Text. You can also use Lightning Components in your Flow Screen which opens up Flow to be able to do almost anything. What makes this really special are the “standard” Lightning Components already available in everyone’s Salesforce. Plus, you can get pre-built Flow Screen Lightning Components on the Salesforce AppExchange. You can also develop your own, but that’s a different show. This Lightning Flow example, you’ll learn how to add a Screen Element and the various components available.

How Screen Flows Work

Screen Flows are the most common type of Flow you’ll see used in Trailhead and other walkthroughs, because They are one of the more accessible Flows to start. A Flow Screen at it’s core is very simple. It’s broken into 3 sections, a list of your screen components, your screen preview or “canvas,” and the properties panel. The property panel is the only part of your screen that will change based on what you have selected.

At the start, it shows the Screen Property. What is the Screen Flow’s title? What navigation buttons will be displayed? These are all set with in the Screen Property panel. As you select screen components, the property panel will change to display how to configure that component. It could be something as simple as giving the screen component a name and entering some text to display. It can also be more complicated with multiple options; this often occurs with Lightning Screen Components.

Lightning Flow is a great tool. It is the automation option that bridges the admin between Process Builder and APEX Code. It can do more than Process Builder alone but has limitations that can be address with APEX code. Flow is a tool every admin should be familiar, So let’s start with this Wizard’s Apprentice episode providing an Overview of the Lightning Flow Builder with Screens!. Soon you too will become a Flownatic

https://www.youtube.com/watch?v=c4HHRuKhvRE

 

Check out other Wizard’s Apprentice videos:

Introducing Wizard’s Apprentice

Select Multiple Users for a Chatter Mention in Salesforce Flow

Wizard’s Apprentice Lightning Experience – A First Look

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Wizard’s Apprentice: Lightning Flow Builder Overview

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 Wizard’s Apprentice: Lightning Flow Builder Overview

Lightning Flow Builder replaces the Cloud Designer for Salesforce Flow. While many things have remained the same, the user interface has dramatically changed – for the better!

This series of Wizard’s Apprentice will focus on a gradual review of the Lightning Flow Builder and Flow concepts to help make you be an automation wizard! I’m hoping to have these videos be 10 minutes or less.

We start with episode one which is an overview of the Lightning Flow Builder. Future episodes will review the different Flow Elements, actions, use cases, and tips and tricks of using Flow.

Lightning Flow is one of the declarative automation tools in Salesforce CRM. Flow is unique compared to the other automation tools, Apex and Process Builder. Similarly to Process Builder, Lightning Flow is clicks-based. There’s no code required. Unlike Process Builder, Flow can handle more complicated logic, provide an optional user interface to guide or collect information from a user. Similarly to Apex code, Flow can handle some complicated logic, but unlike APEX code there’s no code involved. Flow also can provide a user interface (Screen) which APEX cannot provide without using Visualforce or Lightning Component. APEX can easily handle thousands and millions of records. Flow has some limitations in data sizes and is ideal for less than 1000 records.

Lightning Flow is a great tool. It is the automation option that bridges the admin between Process Builder and APEX Code. It can do more than Process Builder alone but has limitations that can be address with APEX code. Flow is a tool every admin should be familiar, So let’s start with this Wizard’s Apprentice episode providing an Overview of the Lightning Flow Builder. Soon you too will become a Flownatic

 

 

Check out other Wizard’s Apprentice videos:

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

Wizard’s Apprentice Lightning Experience – Custom Objects and Lookups

Wizard’s Apprentice Lightning Experience – A First Look

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Hands-On The New Lightning Flow Builder Spring 19 Pre-release

Hands-On The New Lightning Flow Builder Spring 19 Pre-release

I’m so excited! Spring ’19 is out in pre-release!

For those of you lucky enough to have previously signed up for a pre-release org, you now have access to Salesforce Spring ’19. If you don’t have a pre-release, as of this posting, you’re out of luck. Sorry. Sign up for a Spring ’19 prerelease isn’t available yet.

One of the reasons I’m excited is because Spring ’19 is supposed to hold the all-new Lightning Flow Builder! Goodby Cloud Designer! Hello Flow Builder!

I’ve been waiting for the new builder before I continue the Wizard Apprentice series on Flow. Now, it is here and I’m going to give you a sneak peek.

Something I want to emphasize is this is Pre-Release. This means that features can be added, removed, or changed between now and when the release finally makes it to our production orgs. Some things that aren’t in the builder now, maybe there come release. The builder may change how things are done. Or, heavens forbid, the Lightning Flow Builder won’t be part of the final Spring ’19 release.

Okay, enough of the preamble! Check out the video. In addition to doing a hands-on first-time look of Lightning Flow Builder, I do a side-by-side comparison of the Cloud Flow Designer using a similar structured Flow.

First Time Hands-On Look at Lightning Flow Builder & Cloud Designer Comparison

https://www.youtube.com/watch?v=jZKyFjlypjI&feature=youtu.be

Click if embedded video does not play

First Hands-On look at Salesforce Lightning Flow Builder

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I run this site, the podcast, and my training videos for the community. I do incur some costs. I greatly appreciate if you can help me out by checking out my affiliates and – if you shop amazon – start your search on my site.

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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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Subscribe

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* indicates required
I want to receive email notifications about:

I run this site, the podcast, and my training videos for the community. I do incur some costs. I greatly appreciate if you can help me out by checking out my affiliates and – if you shop amazon – start your search on my site.

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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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