The Gradient Works Blog

flowcharting

How to use Scheduled Flows in Salesforce

4/15/21 1:36 PM

This post is part of a technical series to help Salesforce Admins automate business processes using Flow. We're very excited to feature our new guest author, Zane McCarthy! Zane's an expert on all things Salesforce and sales operations, so read on.

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Salesforce lead assignment rules as colorful game pieces

How to use Salesforce lead assignment rules

4/12/21 5:15 PM

When your organization gets to the point that you have a) leads coming in on a regular basis and b) multiple sales reps, you quickly realize you need a way to divide up those leads among your reps. If you're using Salesforce, you may have noticed a built-in feature called Lead Assignment Rules. Sounds perfect, right? Sort of. We'll walk you through it.

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A Salesforce Flow date/time formula

How to use formulas in Salesforce Flow

4/9/21 3:11 PM

This post is part of a technical series to help Salesforce Admins automate business processes using Flow.

You're probably familiar with formula fields in Salesforce. With a little bit of Excel-like code you can create a read-only field that automatically computes a value for you based on other fields. Well, that's exactly how their cousins, formula resources, work in Flow. There are some important differences, though, so it's worth digging a little deeper into how to use formulas in Salesforce Flow.

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Update records in Salesforce Flow

How to update records in Salesforce Flow

4/5/21 8:19 AM

This post is part of a technical series to help Salesforce Admins automate business processes using Flow.

Just about every automation you build in Salesforce Flow needs to modify and update records at some point. It may be the most common Flow use case. However, as with many things in Flow, the options and nuances can make it a little daunting at first. We'll walk you through it.

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Salesforce Flow loops with examples and record update

How to use loops in Salesforce Flow

4/4/21 3:37 PM

This post is part of a technical series to help Salesforce Admins automate business processes using Flow.

Loops are one of the more powerful things you can do in Salesforce Flow. The open up all sorts of possibilities but they're also a bit intimidating. That's totally understandable! The other kinds of Salesforce automation (like Process Builder) don't even include loops. In this post we'll provide a full guide to loops in Salesforce Flow, including an example using Flow loops to perform efficient record updates.

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How to use variables in Salesforce Flow

4/1/21 9:42 AM

This post is part of a technical series to help Salesforce Admins automate business processes using Flow.

Variables let you store some data in one step of your Flow and then use it in a later step. Think of them like a custom field that's not attached to any particular object. Variables are one of the core building blocks of Flow, so in this post we'll learn how to create them, how to set their values and how to get their values later.

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New Salesforce Flow dialog

Getting started with Salesforce Flow

3/22/21 7:00 AM

This post is part of a technical series to help Salesforce Admins automate business processes using Flow.

Salesforce Flow is the future of Salesforce automation. It's been around for several years and gets more powerful with each Salesforce release. Unfortunately, many Salesforce Admins are still more comfortable using older automation tools like Process Builder. That's not surprising. Flow is more powerful and has a bit of a learning curve. But hey, that's why we're writing these posts. So, let's learn how to get started with Salesforce Flow for your automation tasks.

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