Roll-up Summary Fields in Salesforce Flow What Is a Roll-Up Summary Field? A roll-up summary field is one that aggregates data from a child object to a parent object that shares a Master-Detail relationship. Roll-up summary fields can use the COUNT, SUM, MIN, and MAX functions. Unfortunately, roll-up summary fields are only available for objects… Continue Reading Roll-up Summary Fields in Salesforce Flow
Introduction Salesforce introduces scheduled flows. Now, you can schedule flows to run and create scheduled batch jobs declaratively, specifying when the date/time the flow will run and the frequency of the scheduled flow (once, daily, weekly and monthly) and provide additional filter conditions for the records. Here are some things to note with scheduled flows:… Continue Reading Scheduled Flows in Salesforce: The Key to Simplified Batch Job Processing
Introduction Salesforce Screen Flows provide a powerful tool to guide users through multi-step processes. One useful feature to enhance these flows is dependent picklists. Dependent picklists are drop-down lists where the available options in one field (the dependent field) are determined by the value selected in another field (the controlling field). In Screen Flows, this… Continue Reading Unlocking Efficiency: Dependent Picklists in Salesforce Screen Flows
ASYNCHRONOUS APEX IN SALESFORCE: OPTIMIZING OPERATIONS Asynchronous Apex allows background processing without users having to wait for tasks to complete. It is typically used for operations that require higher limits, long-running tasks, or external system callouts. The key benefits include: User Efficiency Scalability Higher Limits 1. Batch Apex Batch Apex is ideal for processing large… Continue Reading Asynchronous Apex in Salesforce: Optimizing Operations
In the Spring ’18 release, Salesforce introduces Quick Actions in Lightning Experience on ListView, but only applicable to Case, Lead, and custom objects only. With this user can do mass action on the selected records. Here is the use case:Cor Container would like to allow the Marketing team to mass update Industry on Lead. Rather… Continue Reading Lightning Experience: List View Mass Actions
