Streamlining Data Entry with Salesforce OCR
Salesforce OCR lets users extract text from scanned documents, business cards, or images and then automatically update Salesforce fields with the extracted information.
Articles by Yumi Ibrahimzade
Best Practices for Passing Parameters to Public Flows
Although passing parameters is a straightforward process, it is crucial to follow the best practices to keep it secure. Otherwise, since the flow is public, you may end up exposing your entire database.
Sending One Time Password to Users to Improve Flow Security
There are many different ways to improve flow security and one of them is sending one time password to users.
How to Use the Action Button Component in Screen Flow
Salesforce introduced the Action Button component in the Summer '24 release. This game-changing feature allows you to run autolaunched flows directly from flow screens.
Field Inspection App by SharinPix: Stay Connected with Your Workforce
The new SharinPix Field Inspection App, designed exclusively for field inspections, seamlessly bridges back-office personnel with field operatives.
New Flow Features of Summer '24 Release
The Summer '24 release of Salesforce is coming soon to our environments. Like past releases, it brings exciting features for Salesforce Flow. Check out the new flow features of Summer '24 release.
Using Custom Metadata Types in Flow without Get
Unlike custom labels or custom settings, there is no option to use custom metadata types as a global variable. However, it is possible to use custom metadata types in flow without the Get Records element.
Using Flow to Post to Chatter with Attachment
There are multiple ways to post to Chatter using Salesforce Flow. While these methods lack the ability to attach files, it is still possible to use the out of the box Flow elements to post to Chatter with attachment.
Salesforce Announces End of Support for Workflow Rules and Process Builder
Effective December 31, 2025, Salesforce will stop supporting Workflow Rules and Process Builder. Therefore, you should migrate your automations to Flow Builder by that time.
Using Flow to Convert Leads in Salesforce
In some situations, you may want to automate the process and convert leads automatically. Although there is no standard action to convert leads, you can use custom apex actions.