Look It Up in a Flow Screen

When we find great Salesforce Information we do our best to share it. Check out this awesome how to from jenwlee. With Winter ’20, Salesforce introduced a standard lookup component for use in a screen flow. Now, you can add the ability to lookup a record on a flow...

Two Roll-Up Summary Fields, One Lightning Flow

Upgrading Our Lightning Flow Roll-Up Summary Welcome back Trailblazers. Last time we showed you how to create a Roll-Up Summary using a Lightning Flow. We’re back again to update our flow to give us a two for one deal. One flow, for two Roll-Up Summaries. If you...

Fine, I’ll Make My Own Roll-Up

What makes a Roll-Up Summary? For what feels like ages we have always assumed we have to have a Master-Detail relationship in order to calculate a Roll-Up Summary. Of course we could always go to code, we all have time for that right? Welcome back trailblazers, today...

All About the Quick Actions

Love the Quick Actions Hey Trailblazers. Welcome back.  When building recently I noticed I have definite preference for using Quick Actions wherever possible right now. So I thought it might be time to share some of my favorite uses for them in a series. My first...