Automatically Navigate to Quote Line Editor After Creating Quote in CPQ
Here is how to use a screen flow to navigate to Quote Line Editor right after creating a quote record in Salesforce CPQ.
Automation
How to Control the CSS of Screen Flows
While screen flow offers endless possibilities, as an automation tool, it prioritizes functionality over visually appealing screens. In order to enhance the UI, users can employ CSS. However, it is not a standard option in flow.
Differences Between the Choice Resources in Flow
There are multiple choice resources in flow, each serving distinct use cases. It is important to understand the differences among these choice resources and to know which one is most appropriate for a given scenario.
How to Send Email With a Record Table in Flow
Using HTML in an email template is crucial for crafting visually appealing and dynamic content. It's not just about adding colors or images, you can even send an email with a record table.
10 Salesforce Flow Tips and Best Practices
Since Flow is a very powerful tool, one must be careful and follow the best practices when building flows. Here are 10 Salesforce Flow tips and best practices.
Preventing Flows From Sending Emails in Sandbox Environments
While sending emails is a common practice, doing so in a sandbox environment can pose risks and may be undesirable. Here is how to prevent flows from sending emails in sandbox environments.
Flow Input Validator: Advanced Way to Validate Screen Input Components
In this post, you will find a component that you can use to validate screen flow input components that do not support input validation.
How to Make the File Upload Component Required
Here are some workarounds to make the file upload component required.
How to Upload Files Using Screen Flow
The File Upload component in Screen Flow allows users to upload files directly within a flow. It provides an interactive interface where users can select and upload files, such as images, documents, or other media.
Passing Record Id to a Flow in the Utility Bar
One of the standard utility items available is Flow. This allows you to add your active screen flows to the utility bar. However, it is not possible to pass the current record's Id to a flow in the utility bar.