Is it possible to insert an HTML line break tag in Salesforce?
This will allow you to insert an HTML line break tag into text formula expressions. I asked Salesforce Support the same question in June as was told "this feature is not available". They did, however, promise to submit it as a feature request to the development team.
What is the use of Visualforce flow in Salesforce?
This Visualforce will basically help us in getting the selected records from the List view and these records will be passed directly into the flow. Once, we have selected records in the Flow, you can use those records however you want to create any automation.
How to get selected records from a listview in Salesforce?
The idea is to use create a new List View Button for List Views and use the Visualforce inside that List View Button. This Visualforce will basically help us in getting the selected records from the List view and these records will be passed directly into the flow.
Is there a way to pass list of records into flow?
Apparently there was a workaround before however latest comments indicates it is not working anymore. It is possible to use a visualforce controller to pass the list of records into the flow. Vibhor Goel has the best writeup I've seen:
How do you insert a line break in flow?
Currently there is no direct way to add a newline or carriage return to a string in a flow in Salesforce. If a carriage return is saved alone in a text template, it will be treated as empty, and in addition the BR() formula function does not appear available.
How do I create a line break in Salesforce?
You can add the &BR() operator where you want the line break to occur. The operator is inserted after the text and creates the space. Use the &BR() operator to add spaces to your text.
How do I add a line break to a formula field in Salesforce?
There is a new formula function called BR() in the Winter '07 release. This will allow you to insert an HTML line break tag into text formula expressions.
How do I use a text template in Salesforce flow?
From Setup, click Create | Workflow & Approvals | Flows and open a new or existing flow. From the Resources tab, double-click Text Template. Enter a Unique Name. The requirement for uniqueness applies only to elements within the current flow.
How do I add a line break to a custom label in Salesforce?
Use < br > tag as line break in custom label and Use escape = false attribute of outputtext.
How do you break a line in Apex?
You can add \n for HTML NewLine character in Apex String, and you can replace each \n by
in apex:pageMessage using JSENCODE function.
How do I create a new line in long text area field using Apex in Salesforce?
\n is used to add new line in Long Text Area field using Apex in Salesforce.
How do I convert a text field to a formula field in Salesforce?
Is it possible to change the Field Data Type from Text to Formula in Salesforce Object? No, its not possible. Formula fields are a read-only fields that cannot be converted to any other data type. Likewise, you cannot convert any other field type into a formula field.
How do I apply a text field to a formula in Salesforce?
To insert text in your formula field, surround the text with quotation marks. For example, to display “CASE: 123,” use this formula "CASE: "& CaseNumber__c . Use the backslash (\) character before a quote or backslash to insert it as a literal value in your output.
How do I create a flow template in Salesforce?
Required Editions and User PermissionsFrom Setup, in the Quick Find box, enter Flows , and then select Flows.Click New Flow.In the list of templates, select the template that you want to customize, and click Create.Customize the flow according to your business requirements. ... Save the flow.Activate the flow.
What is text template in flow?
You create a text template that includes a registrant's name, address, and other information. Then you use the template in an email confirmation that the flow sends when it finishes.
Can we send email from flow in Salesforce?
To send email from your flow, either call an email alert action or create the email in the flow. Send an email by using a workflow email alert to specify the email template and recipients. The flow provides only the record ID. Send an email by specifying the subject, body, and recipients in the flow.
Flows: How to use Flows for List View Records
In this blog I am going to show how to use and call Salesforce Flows from list views. We will see how can we pass Selected records from a List View into a Flow in order to perform actions on multiple records like Mass Update,Mass Delete or Insert etc.
Salesforce Flow Examples : Flow Use Cases and Scenarios
In this article, I am summarising different Flow types in Salesforce and Examples of Salesforce Flows. This post has links to all my Salesforce Flow Examples and Salesforce Flow Tutorials.
What is a Roll-Up Summary Field?
A roll-up summary field is one that aggregates data from a child object to a parent object that shares a Master-Detail relationship. Roll-up summary fields can use the COUNT, SUM, MIN, and MAX functions. For example, we could use a roll-up summary field to display the total value (amount) from Opportunities on a related Account.
Create Roll-Up Summary Fields with Flow
Historically, Admins have turned to outside tools to achieve roll-up summary fields between objects that have a Lookup relationship. These tools include Declarative Lookup Rollup Summaries, better known as DLRS (which I absolutely adore!), and Rollup Helper.
When to Trigger the Flow?
A roll-up field on the parent record needs to be re-calculated in these three cases:
Use Case Walkthrough – Open Cases on an Account
When our Sales reps go to a meeting with an existing customer, ready to make a big pitch, wouldn’t it be useful to give them the ‘heads up’ in case there’s anything wrong? It would be great to let them know how many open Cases there are related to the Account.
Summary
Now that you are familiar with the mechanics and main services of Roll-Up Summary field creation (with the powers of Flow Builder!), you can apply these principles to more creative and complex use cases, e.g. Count Distinct, Concatenate, and many others. Good luck!