Flow Articles - Page 3

Bulk Create Tasks with Salesforce Flow Transform element

Loops can make your flows look like a mess and they are a pain to maintain. I will show you how to use the...

Flow Send Email action CC and BCC Collection Support

Building email notifications in Flow used to be a pain when dealing with multiple recipients. Now, you can finally...

Screen Flow validation for 1st Monday and Last Friday

I recently had to block users from picking the first Monday or last Friday of the month in a flow. Instead of...

Salesforce flow types: Choosing the right automation tool

Picking the right flow type is half the battle in Salesforce automation. This guide breaks down screen flows and...

Best practices for Salesforce Flow? | Salesforce Flow best practices

Salesforce Flow bulkification: How to handle bulk records

If your Flows crash during data imports, you probably have a bulkification problem. I will show you how to move...

Fixing Governor Limit Errors with the Flow IN Operator

Ever had a Flow crash because it tried to query every record in your org? It usually happens when the Flow IN...

New Flow Approval Process Action in Salesforce Summer '25

Salesforce is finally letting us call a Flow Approval Process directly from another flow in Summer '25. It means...

Screenflow vs OmniScript - Key Differences and Use Cases

Choosing between Screenflow and OmniScript isn't just about features; it's about your long-term roadmap and data...

Salesforce Assignment Element: Guide to Efficient Flows

Ever wonder why your Flows hit governor limits? It is likely because you are not using the Salesforce Assignment...

How to Improve OmniScript Performance - Best Practices

Slow OmniScripts can ruin user adoption, even if your logic is perfect. I've put together a guide on how to cut...

Salesforce Flow Performance: Best Practices for Speed

Most flow issues come from small, inefficient habits that add up over time. I will show you how to pick the right...