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Articles by Yumi Ibrahimzade

Best Practices for Passing Parameters to Public Flows

Best Practices for Passing Parameters to Public Flows

May 16, 2024 Yumi Ibrahimzade 1

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

Sending One Time Password to Users to Improve Flow Security

May 12, 2024 Yumi Ibrahimzade 0

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

How to Use the Action Button Component in Screen Flow

April 24, 2024 Yumi Ibrahimzade 2

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

Field Inspection App by SharinPix: Stay Connected with Your Workforce

April 23, 2024 Yumi Ibrahimzade 0

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

New Flow Features of Summer '24 Release

April 11, 2024 Yumi Ibrahimzade 13

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

Using Custom Metadata Types in Flow without Get

April 6, 2024 Yumi Ibrahimzade 1

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

Using Flow to Post to Chatter with Attachment

April 3, 2024 Yumi Ibrahimzade 0

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

Salesforce Announces End of Support for Workflow Rules and Process Builder

March 19, 2024 Yumi Ibrahimzade 1

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

Using Flow to Convert Leads in Salesforce

March 11, 2024 Yumi Ibrahimzade 18

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.

Fully Track CLM in Salesforce from Start to Finish

Fully Track CLM in Salesforce from Start to Finish

March 8, 2024 Yumi Ibrahimzade 0

Organizations must manage the Contract Lifecycle Management (CLM) process effectively and efficiently to ensure long-term success. An effective management process ensures that all contracts are managed from creation to closing, renewal, or termination.

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