SF Monk

Hello Trailblazers, Today I am going to explain how we can upload a file using salesforce flows. Recently salesforce has introduced an input component – File Upload, with the help of which we can upload files as well through screen in flows.  Before using File Upload component, let’s understand some properties to configure this component. To set these attributes we can enter simple text value or create resources or use flow constants. Attribute    Description  Accepted Formats  This attribute specifies the list of file types that would be accepted as input. This value should be text field with multiple extensions separated by comma. Example – ‘.docx,.pdf,.pptx’  Allow Multiple Files  If this attribute is set True then multiple file upload will be enabled. Use global constants here.  API Name  API Name for component.  Disabled  Whether to keep component disabled or not.  File Upload Label Information tex...

  Hello Trailblazers,   Today I am going to discuss about one functionality of Salesforce that everyone knows but still very few use it in correct way. We have been using Custom Settings for storing static values for global use and avoid hard coding, but I believe most of us use List type Custom Settings only. I am going to explain Hierarchy Custom setting and it’s actual/appropriate use in this blog. So first let us quickly understand what custom settings are – Custom Settings are just like Custom Objects in Salesforce which enable us to create custom sets of data that can be accessed in formula fields, validation rules, apex, flows & SOAP API without consuming an extra query for retrieval. There are two types of custom settings: List & Hierarchy. What is Hierarchy Custom Setting? Hierarchy Custom Settings does the same job done by List Custom Settings but with an additional power of managing data as per built-in hierarchical logic that let’s you decide what dat...

Hello Trailblazers, We all know how powerful Salesforce flows are. We can achieve many functionalities using flows without writing single line of code. Recently, I came across situation where I wanted to create multiple records of an object by taking inputs from user. And I came with solution using flows where we can ask user whether he wants add another record and allow him to create multiple records. We are going to discuss that solution in this blog. We are going to use Assignment & Decision elements for implementing this solution. Here we will ask user whether he wants to add another record or not after entering details for one record. And basis on user’s input we will make decisions. We can use Loop element as well but in that case we should have idea of how many records needs to be created. With solution explained below user can create as many records. Implementation Details :  For this demo we will create flow which will take lead first name, last name & compan...