Flow

  • Illustration of four people collaborating remotely across digital screens, each appearing in their own colorful window panel. A woman in a blue cardigan presents a chart, a man in a yellow shirt reviews a tablet, a woman in a green top points to a chat bubble, and a woman in a pink shirt works on a laptop. Between them, a shared dashboard displays bar charts, a donut chart, and a line graph, representing real-time data sharing across a connected team.

    How to Set Up Slack Record Alerts Using Salesforce Flows

    Salesforce’s acquisition of Slack provides new ways of informing users about updates in the work pipeline by integrating Slack functionalities directly into its automation interface. By automating notifications for events like the creation of a new Lead, organizations can ensure the right people are informed at the right moment without Salesforce admins or developers getting lost in code and webhook…

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  • Illustration of a gear and hierarchy diagram inside a circular arrow loop, representing bidirectional flow dependencies, set against a mountain and cloud background.

    The Usage Tab Is Here: See Your Salesforce Flow Dependencies at a Glance

    Salesforce has been investing in making the Automation app a more complete command center for admins, and the Usage tab fits that direction. Features like this, combined with Flow Trigger Explorer and the Monitor tab, are slowly building toward something closer to a real operational dashboard for automation management. If flow documentation and impact analysis have been pain points in…

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  • Flat cartoon illustration of three coworkers collaborating at a desk while reviewing a digital approval workflow displayed on a large screen, with connected approvers and confirmation checkmarks indicating a multi-step approval process.

    Beyond the URL Button: The Salesforce Request Approval Lightning Component

    The Request Approval component takes the Autolaunched Flow Approval Process and makes it more dynamic and user-centric. By moving away from static URL buttons and embracing this native Lightning component, administrators can empower their users to select appropriate approvers and provide vital context through comments. All while leveraging the free, robust automation engine of Salesforce Flow Orchestrator. Whether you are…

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  • Simple 2D cartoon illustration of a workflow orchestration with flowchart steps, icons, and three people collaborating on tasks across a shared process.

    Flow Orchestration is Free Now! What It Is and How It Transforms Your Processes

    On February 18, 2026, Salesforce made a quiet change: Flow Orchestration is now a standard Flow type. Previously, Flow Orchestration required a paid add-on. As of now, it’s included for Salesforce customers, subject to edition limits for Flow. For admins, this change significantly expands what can be designed and managed without writing code, opening the door to more sophisticated, multi-step…

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  • Side-view 2D cartoon illustration of a man sitting at a desk in an office, typing on a laptop, with a coffee mug, plant, and window in the background.

    Unleashing the Power of Editable Data Tables in Salesforce Screen Flows

    For a long time, the native Salesforce Data Table component had a few “achilles heels” that kept many admins tethered to custom solutions like the UnofficialSF version. The most significant complaint? The lack of editable fields. If you wanted a user to update multiple records at once, you were often stuck in a clunky loop: select a row, go to…

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  • Guy frustrated on the left, and happy on the right once he found a solution to his problem. Blog image for The Ultimate Guide to the Salesforce Screen Flow File Preview Component

    The Ultimate Guide to the Salesforce Screen Flow File Preview Component

    The File Preview component represents Salesforce being a holistic workspace. By integrating document viewing into the automation engine of Flow, Salesforce has empowered Admins to build tools that feel like custom-coded applications without writing a single line of Apex. As we saw in our testing, the component is robust and user-friendly. Most importantly, it keeps users focused. Whether you are…

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  • Cartoon-style illustration of a Flow builder working on a laptop at a desk in a cozy home office, representing debugging and building Salesforce automation.

    Salesforce Spring ’26 Brings Major Debug Improvements to Flow Builder

    If you’ve been building flows for any length of time, you already know this: a lot of the real work and time goes into debugging. It’s re-running the same automation over and over. Swapping out record IDs. Resetting input values. Clicking Debug, making a small change, saving, and sometimes starting the whole setup again. That loop is where Flow builders…

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  • Add Salesforce Files and Attachments to Multiple Related Lists When Uploaded

    Add Salesforce Files and Attachments to Multiple Related Lists On Content Document Trigger

    Flow builders, rejoice! Now with the Spring 26 Release you can trigger your flow automations on Content Document and Content Version Flow objects for Files and Attachments.

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  • A Spring 26 trailhead sign points down a trail

    Top Spring ’26 Salesforce Flow Features

    What are the new features about? Spring 26 brings new screen, usability and platform enhancement features. Let’s dive into the details. Top Screen Flow Spring 26 Features It seems like most of the new features involve screen flows. I will not go into further detail, but this release introduces yet another file upload component for screen flows: LWR File Upload…

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  • Should You Use Fault Paths in Salesforce Flows?

    Should You Use Fault Paths in Salesforce Flows?

    If you build enough Flows, you’ll eventually see the dreaded flow fault email. Maybe a record you tried to update was locked, a required field value was not set in a create operation, or a validation rule tripped your commit. Regardless of the root cause, the impact on your users is the same: confusion, broken trust, and a support ticket.…

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