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Bob Moalli (Sales Operations Technology at MEDITECH)
May 26, 11:33 PM
Add a button to open a report above a screen flow data table.

I have screen flows that are taking advantage of the new inline edit.   I've got an additional requirement which is to add a button on top of the table that will open a dynamic report.    I've proven I can open the report with a HYPERLINK() in a formula field but the requirement is for a button.  Looking for any input to complete this task, I'm not finding any documentation to help. 

 

Thank You.   

@Bob Moalli

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Piyush Lakhani (Senior Salesforce Developer/Consultant at SalesforceFox.com) posted in The Blog Group
May 23, 5:57 PM

Weekly Salesforce Quiz  - #50  

Have you ever used Financial Service Cloud (FSC) of Salesforce  ?  

 

Take a 5 min fun quiz to know more about FSC in Salesforce.  

 

Checkout weekly Salesforce quiz here : 

https://salesforcefox.com/forcequiz-weekly-salesforce-quiz/

 

@The Blog Group @* Salesforce Developers * @* Salesforce Administrators * @* Salesforce Platform * @Lightning Flow Discussions @* Release Readiness Trailblazers * @* Release Readiness Trailblazers *

@* Sales Cloud - Getting Started * @Certification Exam Resources @* Salesforce Sales Engagement * @* Lightning Now! * @Salesforce Flow Automation @* Financial Services Cloud *

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Rakesh Gupta (Enterprise Architect at Salesforce MVP | Author | Blog: automationchampion.com) posted in #Flow
May 10, 3:35 AM

Read the following articles to improve your Salesforce knowledge.  

 

  1. Salesforce Summer’26 Release Quick Summary
  2. Salesforce Open CTI Retirement: Upgrading Contact Centers with Agentforce
  3. The Architect’s Guide to Mobile Data Collection: Salesforce Data Capture vs. SharinPix Form
  4. How to Connect Stripe with Salesforce to Support Growing Business
  5. Simplify Salesforce User Access Management with User Access Policies

#Flow #Salesforce Developer #Sales Cloud 

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Mark Jones (Salesforce Consultant at Believe Housing)
Apr 24, 6:08 PM

Hi Everyone, I wanted to share quickly that the Chrome Extension I have been building for Flow went live earlier this week. It's called the SF Flow Utility Toolkit, and it includes some well helpful functionality which I am personally very proud of (sorry, I'm admittedly biased on that front). I'd love to hear feedback from the community from anyone who installs it and uses it. There is a Microsoft Edge Add-On version that is still in review, so it's only available in Chrome for now.

If you want to access it on Chrome now, you can find the link to the extension here:

https://chromewebstore.google.com/detail/sf-flow-utility-toolkit/mjbmlikmdkcakcbilibhbgcjdnidkpfl
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Rakesh Gupta (Enterprise Architect at Salesforce MVP | Author | Blog: automationchampion.com) posted in #Trailhead
May 3, 3:41 AM

Salesforce Summer ’26 is here. I went through the release notes to identify the key features you should actually care about. Here’s a quick summary of what’s worth your attention and what it means for your org.  

 

Salesforce Summer’26 Release Quick Summary

 

 

#Trailhead  #Salesforce Admin  #New Releases  #Flow  #Agentforce  #Salesforce Developer

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Piyush Lakhani (Senior Salesforce Developer/Consultant at SalesforceFox.com) posted in The Blog Group
Apr 16, 12:39 AM

Weekly Salesforce Quiz  - #47

 

Take 5 mins Weekly Salesforce Quiz to learn about salesforce every week  

 

This Week's topic : Salesforce Shield 

 

Checkout here :  

https://salesforcefox.com/forcequiz-weekly-salesforce-quiz/

 

@The Blog Group @* Salesforce Developers * @* Salesforce Administrators * @* Salesforce Platform * @Lightning Flow Discussions @* Release Readiness Trailblazers * @* Sales Cloud - Getting Started * @Certification Exam Resources @* Salesforce Sales Engagement *

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archna archna
Sep 11, 2024, 12:14 PM
Currency field in screen flow

Hi @Lightning Flow Discussions

 

I was trying to add the case currency field in my screen flow but couldn't able to do . Is there any way to add the currency field in screenflow?

 

Thanks

5 answers
  1. Andrew Clinton (R3 Digital)
    Apr 15, 4:54 PM

    Add a Picklist component to the screen. Mark it as Required, because it is a required field.Add a Picklist component to the screen. Mark it as Required, because it is a required field.

     

    Create a new resource > Picklist Choice Set:

    image.png

     

    Assign the picklist choice set as the source of the picklist component:

    image.png

     

    Create a Case record variable:

    image.png

     

    Add an Assignment element to your screenflow. 

    Set the Case record variable Case Currency value as the picklist from the screen:

    image.png

     

     

    Then create/update your case using the Case record template: 

    image.png

     

     

     

     

     

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Sandy C (Machine Operator at Australian Cricketers Association) asked in #Flow
Feb 29, 2024, 12:52 AM
Screen Flow > Record Variable > Fields > Currency Not Shown?

Hi,

 

I'm writing a screen flow where I want to show some currency field values via the "Fields" option.  When I do this however I get all types of fields available to me except currency. No currency fields are shown as available. I've googled but can't see anything about this.... is this right?

 

Some screenshots

 

My Case object with lots of Currency FieldsScreen Flow > Record Variable > Fields > Currency Not Shown?

And my Screen Field list with zero Amount FieldsScreenFields.png

Seems very odd. 

Appreciate any assistance.

 

regards

SandyC

 

#Flow

11 answers
  1. Christi Kane (Bridgenext (formerly Wave6))
    Apr 8, 9:19 PM

    I had a similar issue, which had me searching and found this conversation. Only I was trying to show a currency amount as a screen flow to total up related opportunity records, and it wasn't showing. . . . only to discover I never checked the BOX to pass in the record ID for the flow!!! Sharing my OOPS here in case that happens to be someone else's issue. Once I did that, success! LOL  

    I had a similar issue, which had me searching and found this conversation. Only I was trying to show a currency amount as a screen flow to total up related opportunity records, and it wasn't showing.

     

     

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Gustavo A. Seluja (Salesforce Administrator at Optum-WellMed)
Mar 30, 7:08 PM
Fault Path on Free-Form mode

A warm hello to everyone. 

 

I don't seem to be able to add a Fault Path on a flow that was built in Free-Form mode.  Is this the case?  Supposedly one can click on a flow element and see a "small red connector labeled “Fault” that appears on the right/bottom edge of the element" (quote via a Coplilot search).  Please don't state the obvious, I already know it 😎 (convert it to Auto-Layout); it doesn't work on this flow specifically.  My way out of it was to use a Decision element ("is it found or not not found") followed by a Send Email action with the details. 

 

Thanks much! 

Gustavo 

Fault Path on Free-Form mode

2 answers
  1. Michelle Hansen (Slalom)
    Mar 30, 7:35 PM

    Copilot is wrong :) but you can add a fault path in Freeform. First you need to connect the 'happy path' connector from the element to wherever it should go. Then click the white dot on that element a second time and drag a second connection to the action that should be in your fault path. The second line dragged becomes the red fault line.

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