In this Automation Hour Webinar, Kothai Sengodan walked us her use case of switching from a custom apex lead conversion to Salesforce’s standard lead conversion to take advantage of account duplicate rules and reduce duplicate accounts from being created during the lead conversion process. However, she needs to make an opportunity record type selection as part of the lead conversion process. Additionally, they have service locations tied to leads that also needed to migrate to the converted account and opportunity.
Additionally, Kothai covers process builder tips and tricks and common errors.
In this Automation Hour Webinar, MVP Bonny Hinners walked us through possible solutions for collecting information via a survey from your customers and the ultimate solution using flow embedded in a visualforce page.
Here is a link to the blog post Bonny mentions in the Q&A section of this webinar:
Check out the comments for a step-by-step description.
In this Automation Hour Webinar, Zac Otero walked us through some automation requiring the use of Junction Objects and Unique Identifiers. He also focused on the differences between Process Builder and Flow.
Are you ready to take the leap into loops but find yourself getting loopy about assignments, collection variables, etc? This is the session is for you! Pete Fife does a deep dive into all things loops in visual workflow.
Matthew gives a deep dive into the magic of Flow and Wait elements! If you’ve ever been interested in what a Wait Element is, why you would want to use, and seeing some great examples of a Wait element in action… look no further!
Matt discusses taking a business requirement dealing with mass data imports. He walks us through all of the steps of his problem solving, and we’re able to see the different issues Matt runs into and how he is able to solve them as they come. This will cover some Visual Flow pitfalls that Matt ran into and unique workarounds will be discovered.