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Showing posts with the label Salesforce Flows

Upload file from Flow Screen - Salesforce

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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...

Salesforce External Services

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Hello Trailblazers,   Today we will discuss about another no/low code feature of Salesforce – External Services. Whenever delivering an application if you can provide 360-degree view of products or services on a single platform then it becomes important factor which can affect customer satisfaction in positive way. And integrations help us in achieving the same by allowing us to connect to various services to get data or process data. In traditional approach we were using apex classes to implement REST integration with the help of endpoints and other necessary details. But Salesforce has now come up with External Services with the help of which you can connect your Salesforce Org to any RESTful service with the help of API Specification. So now onwards whenever you have to call any external web service just perform below steps and you will be able to connect your org without any code – Get API Specification File* from web service provider Create Named Credentials Register your...

Salesforce Flow - Create multiple records from user input

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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...