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          Flow: Use Case

            Check Out The Use Cases With Specific Elements:

                  * Action
                  * Assignment
                  * Choice
                  * Collection
                  * Component-Checkbox Group
                  * Component-Date
                  * Component-Display Text
                  * Component-Long Text
                  * Component-Lookup
                  * Component-Picklist
                  * Component-Text
                  * Counter
                  * Create Records
                  * Decision
                  * Delete Records
                  * Flow url
                  * Formula
                  * Get Records
                  * Input
                  * Loop
                  * Output
                  * Quick Action
                  * Record Id
                  * Record-Triggered Flow
                  * Schedule-Triggered Flow
                  * Screen Element
                  * Screen Flow
                  * Subflow
                  * Update Records
                  * Variable

                      Use Case: Connect Files to Multiple Records in Flow

                        Last time we shared a list of useful objects, and today we will provide a use case! The object I...
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                      Use Case: Use Flow To Auto Close The Spam Case

                        Spam is like a never-ending fight, especially for marketing and support teams. Of course there are m...
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                      Use Case: Redirect The Email After Case Is Closed

                        Here is a fun fact about me: I am a huge email-to-case fan! However it is quite a simple feature...
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                      Use Case: Auto-Assign Admin Right

                        Today we are sharing how to use a flow to auto-assign the admin profile for only a specified period....
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                      Use Case: Get Email Domain Using Formula in Flow

                        Last time we shared a long long list of the commonly used formula, and today we are going to use...
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                      Use Case: Clone Opportunity Products To Assets

                        Last time we introduced a solution to clone Assets into Opportunity Products, and today we are shari...
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                      Use Case: Collection Sort To Calculate Upcoming 3 Opportunities

                        Today we will use this easy use case to illustrate how you can use Collection Sort element! Lulu Mob...
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                      Use Case: Update Parent From A Collection of Child Records in Flow

                        One powerful thing that variables can do in Flow is to update a record without retrieving that speci...
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                      Use Case: Copy Case Owner Name To Text Fields

                        To copy the Owner field into a text field should be an easy task, but what if the Owner field...
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                      Use Case: An Easy Flow To Copy Address Field

                        This is just an easy example to illustrate the concept of the Address field. The address is a Compou...
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                      Use Case: Mark A File Upload as Required in Flow

                        Have you tried the File Upload component in Screen Flow but got frustrated because we can’t ma...
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                      Use Case: Create Parent and Child Cases in One Flow

                        Do you need to create a Screen flow that allows your users to create multiple cases, and set up the...
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                      Use Case: Send Emails When Amount Drops A Percentage

                        This use case is simple yet a very powerful one. It is also a good practice of writing formula resou...
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                      Use Case: Replace “New” Button with Screen Flow

                        Currently we can only overwrite the New button using programmatic tools (ex. Visualforce, LWC), whic...
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                      Use Case: Update Order and Order Product Dates Quickly

                        If you are using order management, do you bump into the error a lot?: Order Start Date can’t b...
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                      Use Case: Let Experience Cloud Users Update Contact Records

                        An Experience Cloud site user will actually exist in your Salesforce as two records – one Cont...
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                      Use Case: Deactivate Users with The Last Login Date

                        We have utilized the Schedule-Triggered flow to automate sending the emails. Now, we want to show yo...
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                      Use Case: Automate Emails with Schedule-Triggered Flow

                        If you also have the need to send out batch emails under specific criteria or at specific dates, you...
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                      Use Case: Get a List of Names of Related Records to a Field

                        A while ago we published a Use Case to create a custom roll-up summary, but it focuses on numerical ...
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                      Use Case: Update All Related Contacts (Account Contact Relationship)

                        Do you have the Account Contact Relationship enabled for your org? Similar to the Email Message Rela...
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                      Use Case: Create an Easy Login Flow

                        Do you want to enforce the entry of certain user information such as phone or address, or want to se...
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                      Use Case: Clone Any Objects with Related Lists with Flow

                        “Clone with related” is an amazing feature which sadly is still not available on custom ...
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                      Use Case: Formula In Matching Rule With Before-Save Trigger

                        Have you one of the voters of this idea and is disappointed that you haven’t heard about any u...
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                      Use Case: Simple Loop Example in Flow

                        Earlier we have published the how-to-guides on Loop and Counter, but they focus more on the setup in...
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                      Use Case: Simple Counter Example in Flow

                        Earlier we have published the how-to guides on Loop and Counter, but they focus more on the setup in...
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                      Use Case: Mass Update Records From Related List #2

                        In this article we introduced the magical ids variable to help us mass edit records in a related lis...
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                      Use Case: Mass Update Records From Related List #1

                        Have you heard of inline editing? This is my favorite feature that I use EVERYDAY! Though amazing as...
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                      Use Case: Create Custom Roll-Up Summary With Flow

                        I have really mixed feelings about the roll-up summary field. The concept saves us so much time when...
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                      Use Case: Notify Owners When Case Merged Or Master Case Closed

                        I believe many are excited about the Case Merge release in Spring’21. After merging the cases,...
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                      Use Case: Clone Assets To Opportunity Products

                        I received this case to auto-create Opportunity Product or Quote Items based on the Account Assets. ...
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                      Use Case: Update Contact After Logging Emails Or Calls

                        When I was a Salesforce admin, people asked me many times if we can roll the information of activiti...
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                      Use Case: Add Clone Button To Each Record In A Related List

                        If you migrated from Classic to Lightning, you must have suffered from the slower loading speed at l...
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                      Use Case: Auto-Generate Multiple Lines Of Opportunity Product

                        * Updated at Mar. 25, 2021. The original flow is not optimal for the performance. This flow uses cre...
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