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Jennifer W. Lee

Create a Record Link Dynamically in Flow

December 19, 2022 by Jennifer W. Lee Leave a Comment

There are times when you build a flow that you want to provide a link to a record, but you want this link to be created dynamically. It cannot be static or hard-coded. Now, you know what I think about hard coding things, especially in Flow. The business problem Addison Dogster is the system administrator at Hello Mochi, and Mary Markle is the operations manager. When a new … [Read more...] about Create a Record Link Dynamically in Flow

Three Powerful Formula Functions You Can Use in Flow

November 21, 2022 by Jennifer W. Lee Leave a Comment

Often times in automation, you want activities to occur only when the record is new, when the record is updated, or when there was a record update but only if the previous field value was ‘x’. The power formula functions IsNew(), IsChanged(), and PriorValue() that you use in workflow rules and processes can also be used in record-triggered and scheduled flows. For those new to … [Read more...] about Three Powerful Formula Functions You Can Use in Flow

Jen’s Top Winter ’23 Release Features for Admins and Users

September 9, 2022 by Jennifer W. Lee Leave a Comment

It’s 80 degrees, I’m in a T-shirt and shorts, and I’m writing a blog about Winter ’23. We are so far from actual winter here in North America. But yet, here we are. It’s release time! Let’s talk about the newest, shiniest features for you and your end users that will hit your sandboxes and production orgs soon. As always, I encourage you to read the release notes for features … [Read more...] about Jen’s Top Winter ’23 Release Features for Admins and Users

Automate This! — Flow Features You Can Use in Record-Triggered Flows

August 25, 2022 by Jennifer W. Lee Leave a Comment

Welcome to another “Automate This!” In this live-streamed video series, we cover all things automation, from use cases and best practices to showcasing solutions built by #AwesomeAdmin Trailblazers like you. With automation, you can remove manual tasks, drive efficiency, and eliminate friction and redundancy. In this episode, four community Flow experts showcase a Flow feature … [Read more...] about Automate This! — Flow Features You Can Use in Record-Triggered Flows

Why Admins Should Create Flow Tests

June 20, 2022 by Jennifer W. Lee Leave a Comment

Summer ’22 introduces a new feature—Flow Testing! The Summer ’22 Release brings admins the ability to create tests for record-triggered flows with Flow Testing. This beta* feature is a great productivity gain for admins! First, you create positive test scenarios for your flow in advance. This includes setting up a test record to use and selecting when your flow should be … [Read more...] about Why Admins Should Create Flow Tests

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  • Optimizer Is Sunsetting: Learn How To Use Org Check | Kate Clicks Through It
  • Admin Release Countdown: Get Ready for Winter ’26
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  • Inside Our Hackathon Build: Case Automation on Agentforce in 9 Steps

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