Salesforce Flows : Building Advanced Lightning Flows

Create a Salesforce flow to bulk update the primary contact on opportunities for an account by parsing user selections of a contact and opportunities, then apply updates in one go.

Create a flow to mass update the primary contact on opportunities from account contacts. Use get records to fetch opportunities and present a contact radio list with a checkbox group.

Use a decision element to route the flow to a primary contact update screen when opportunities exist on the account; otherwise display a no opportunities found screen and end.

Capture user-selected opportunity IDs from a checkbox. Use assignment element to assign IDs to a text variable named selected opportunity IDs, and loop through them to update the primary contact.

Parse the selected opportunity IDs from a semicolon-delimited text string using the mid function to extract each 18-character ID, and store them in reusable flow variables.

Assign the primary contact to opportunities in a Salesforce flow by validating IDs with a decision, using assignment and formula variables to build a record variable, and updating via collection.

Activate a lightning flow via a custom action button on the account page to invoke and update the primary contact across opportunities.

Learn how flow uses assignment to populate custom text variable with opportunity IDs. Parse IDs with a formula function, update a custom record variable, and update primary contact on opportunities.

Use the collection sort element in Salesforce flows to sum the top three opportunities by amount and update the related account field. Trigger after opportunities are created or updated.

Automate account status in Salesforce using a schedule flow, setting active or inactive when opportunities close after the fiscal year, and deactivating when no opportunities or tasks exist for years.

Create a schedule-triggered Salesforce flow that updates accounts by gathering related opportunities, using get records with the dollar record variable to fetch the latest opportunity, and apply a decision.

Handle two outcomes after the decision element: existing opportunities with follow-up logic, or no opportunities, then use the assignment element to set the account inactive and update the dollar record.

Master advanced lightning flows by using flow formula variables and decision element to determine account status from the latest opportunity close date, open activities, and a fiscal year based rule.

Build a Salesforce flow that assigns account status (active, inactive, deactivated) with assignment elements, connects outcomes, updates records, and handles a default path (email admins or owners as needed).

Debug a schedule flow by running it on a single record to confirm an account without opportunities is inactive. Activate in sandbox, check report, and adjust the flow as needed.

Automate renewal opportunities by cloning a closed opportunity and its products using Salesforce flows. Set a renewal frequency (monthly, quarterly, yearly) to auto-create the opportunity 30 days after close date.

Learn to automate opportunity creation in Salesforce.org using a schedule flow, with a decision on renewal type (monthly, quarterly, yearly) and a 30-day post-closure trigger to create new opportunities.

Clone an existing opportunity by creating a new record with separate field values, updating the closure date to today, and cloning related opportunity products when present.

Use a decision element to find opportunity products, loop through them, assign the new opportunity ID, collect into a collection variable, and create records after loop to avoid governor limits.

Update the old opportunity renewal value to blank to avoid re-cloning. Use the update record element with the opportunity dollar record global variable and ensure renewal is not null.

Connect flow elements, via the decision element, to handle monthly, quarterly, and yearly outcomes by creating an opportunity, gathering products, and looping through them in a single batch.

Debug a Salesforce flow that failed due to unit price and total price field integrity; adjust get records to include unit price and quantity, then rerun to verify opportunity creation.

Create an account, contact, and opportunity in Salesforce with a single screen flow, using toggles to reveal mandatory fields and save time on daily sales tasks.

Create an account screen in a screen flow to collect account name, rating, and industry, then create the account record with the click of a button.

Add a contact section to the screen with mandatory last name and fields for first name, phone, title, and email, using variables to store inputs for later record creation.

Use a toggle to dynamically reveal the contact form in a Salesforce flow, enabling a single account creation with optional contact via visibility conditions.

Explore building advanced lightning flows by presenting a radio button list of opportunity record types, validating the org has record types, and mapping each type to its record type ID.

Build an opportunity screen by adding name, amount (currency), close date, and focus category (picklist with auto fetch) with required fields and dynamic visibility driven by a create opportunity toggle.

Create an account record from user inputs using the create records element. The flow uses screen components to set account name, rating, and account type, creating the account first.

Learn how a decision element uses contact and opportunity toggles to decide which records to create after an account, ensuring correct paths, avoiding errors and duplicates.

Build advanced lightning flows that create an account, then link a contact to that account and optionally an opportunity using create records, with a screen showing a congratulatory success message.

Describe building a dynamic confirmation message screen in advanced lightning flows by using a text formula variable that adapts to the flow outcome, showing account, contact, or opportunity.

Debug and test the advanced flow by creating account, contact, and opportunity records, fix missing stage name, then add the flow to the home page for Salesforce mobile application.

Learn to pull fields directly from a Salesforce object into screens, using a single record variable to populate forms and speed up data entry.

Build an advanced Salesforce flow that lets sales users attach proposal, purchase order, or email confirmation to an opportunity, then email the finance team after closing with attachments.

Store and manage recipient emails using a custom metadata type called email list, enabling users to select the recipient in a screen flow and trigger automated email delivery.

Create a screen flow to check uploaded files on an opportunity using content document link and linked entity id, then branch on file presence and whether opportunity products exist.

Loop through opportunity products to collect names into a multi-value text variable and display them on screen; warn with a disclaimer image if no products exist.

Create a main screen in a lightning flow that lets users select email recipients from a custom metadata type, optionally CC managers, and display product names for the outgoing email.

Count the number of uploaded files on the opportunity using flows to ensure three predefined documents—the proposal, purchase order, and email confirmation—are attached before sending.

Use a decision element to enforce a three-file minimum in a Salesforce flow. If not met, restrict the user and display an error via a boolean variable and visibility condition.

Show file names on the screen within a Salesforce flow to confirm attachments before emailing, by storing names in a variable and displaying them with line breaks.

Explore invisible apex actions to send emails with attachments from a flow. The action attaches all files on the current record and supports recipient, subject, body, and cc fields.

implement a success confirmation screen with display text and a party popper emoji, and debug a flow to reset file counts and clear file names to prevent duplicates and progression.

See how an advanced lightning flow on an opportunity sends an email to finance with attached files and products via a send-for-booking action, validating prerequisites and enabling Apex calls.

Leverage advanced Salesforce flows to clone multiple records from an expenses list view using a multi clone button, creating identical records quickly.

Learn to build a record-triggered flow for the expense object that runs on update, uses a decision loop to decrement a counter and clone records by assigning field values.

Execute a decrement loop to track remaining records, add each clone from a record variable into a collection variable, and update records in one go to stay within gov limits.

Design a custom loop with a decision element to create multiple records from a collection, then reset the number field to zero to prevent unintended flow runs.

Debug and configure a Salesforce flow to clone records from a list view by adding a data record action button, editing layouts, and validating that six new records are created.

Learn how to build a flow that automatically emails the case contact with a customizable survey link when a case closes, using the out-of-the-box Salesforce survey feature.

Create an auto launch flow to invoke the customer satisfaction survey for any object, then use a record triggered flow on cases to launch it as a sub flow.

Build a record-triggered case flow that emails a survey link on close, requires a non-null contact email, and marks the survey as sent to avoid duplicates via a sub flow.

Update a case record by using a date record element to automatically set a custom case checkbox to true when a survey is sent, enabling tracking.

Enable login-free survey access by configuring the guest user profile in the digital experience site builder, granting the guest access to surveys, survey invitations, and survey responses.

Create and test a record-triggered flow that closes a case, sends email alerts, and delivers customer surveys by referencing marketing team survey templates and tracking server invitations as line items.