The project involved developing a QR code-based event sign-in system integrating Microsoft Forms, Power Automate, and Salesforce. It simplified event check-ins, reduced manual entries, and improved data accuracy. Attendees appreciated the ease of use, while staff saved time and benefited from automated updates. The system is scalable for future events.
Author: dicescape
How I Passed the Salesforce Platform App Builder Exam
This week, I achieved the Salesforce Platform App Builder certification, reflecting years of developing skills in automation and problem-solving. My background includes Power Automate and Excel automation, which prepared me for the exam's challenges. This certification validates my transferable skills and motivates me to further explore Salesforce and advanced automation.
How to Send Email Templates for Cases with List View Quick Actions via Flow
The content details the creation of a Flow to automate email sending for Cases, similar to the 'Send List Email' feature for Contacts and Leads. The Flow incorporates buttons for user selection of cases, email templates, and 'From' addresses, utilizing UnofficialSF Flow Actions and several custom components to streamline the process.
How to Migrate Salesforce Case Emails & Generate a New Thread Id with Flow
An idea proposed in 2008, currently with 5,620 points, suggests enabling the migration of email messages between cases in Salesforce. It outlines a process involving generating a new threading Id and removing the original one, followed by creating a screen flow to select and transfer emails efficiently.
Use Cases for Salesforce Screen Flows to get you Started with Reactivity
Various examples of processes that can be optimized through reactivity. From employee onboarding to inventory management, reactivity improves role selection, expense reporting, customer support, order forms, survey feedback, sales pipeline management, and inventory updates for a more efficient and engaging user experience.
View Matching Accounts and Existing Contacts for Lead Conversion with Flow
I have a power user in my organization. He understands what his process is, and he is very good about documenting things in salesforce. Other users on the same team as him, do not necessarily have that same confidence, so he will go out of his way to notate things like potential duplicate records or … Continue reading View Matching Accounts and Existing Contacts for Lead Conversion with Flow
Quick Create Screen Flow
Quick Create records with quick choice from USF Allow your users to create records quickly, directly from the home page.Using the QuickChoice component from the UnofficialSF site, you can make it visually appealing by adding icons and buttons. Include your flow in the mobile navigation menu for users who travel frequently. Once you install the … Continue reading Quick Create Screen Flow
Reactive Screen Flow
Reactive with Images, Slider and Datatable Salesforce's Manufacturing Cloud comes with a Sales Agreement object, along with Sales Agreement Products and Product Schedules. This helps to fuel the numbers in the Account Forecast object. The standard out of the box Renewal action that Salesforce includes is sparse with just a couple of fields (Start Date, … Continue reading Reactive Screen Flow
Flow Error: DUPLICATES_DETECTED
Flow ignores any duplicate rule settings that allow edits when a duplicate is detected, enforcing and triggering the duplicate rule. This is a bug and has been a known issue without a fix for a long time. This results in a failed flow and lost data. You'll also have an upset user because they can't … Continue reading Flow Error: DUPLICATES_DETECTED
