Using Flow to Generate PDF Files in Salesforce
In this post, you'll find a Flow action that generates PDF files and saves them as Salesforce Files (Content Version), optionally attaching them to Salesforce records.
Flow Actions
Rendering Email Templates in Flow
In this post, you'll find a Flow action that renders an email template. Using this action, you can generate the final subject and body from any record you want, show it to the user for review or editing, and then send the email using the rendered output.
How to Get the Lightning Threading Token of a Record
Salesforce introduced a new email threading approach called Lightning Threading. With this update, emails are matched using a secure token, replacing the previous method of using RefID strings.
Using Flow to Show Confetti on Record Pages
In this post, you can find a component (LWC) that lets you show confetti on record pages using a record-triggered flow.
Using Flow to Lock and Unlock Records
Salesforce introduced a new standard action to lock or unlock records in the Summer '24 release. Using this new action, it is possible to lock records and specify who can edit the record while it is locked.
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.
Using Flow to Convert Rich Text to Plain Text
In this post, you can find an invocable action that converts rich text to plain text.
A Flow Action That Gets the URL
There are numerous scenarios in which you might need to obtain the current URL for various purposes. In this post, you can find a flow action that gets the URL.
Using Flow to Set Password
In this post, you can find an invocable action that lets you set password for multiple users.
Using Flow to Reset Password
In this post, you can find an invocable action that lets you reset password for multiple users.