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.
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.
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.
There is a custom picklist field on Contact called Business Role. This field’s values correspond to the Business Role field on Opportunity Contact Roles, the junction object between Opportunities and Contacts. Your boss wants two things to be done:
When a Contact is created, and the Business Role field is filled out, create an Opportunity Contact Role (OCR) for all open Opportunities that belong to the Contact’s Account.
When an existing Contact’s Business Role changes, update the value of all OCRs belonging to open Opportunities in the Contact’s Account, and create new OCRs for Opportunities that don’t have one for that Contact. Closed Opportunities should not be updated.