![]() ![]() ![]() Let’s delight those CSRs and increase their overall productivity so they can move onto the next customer. Considerations for Time-Dependent Actions and Time Triggers. ![]() Track the Delivery Status of an Outbound Message. Add a Time-Dependent Action to Your Workflow Rule. Workflow for the User Object (Beta) Create a Workflow Rule. lightning - Convert the lead created in a screen flow to. What if, they can select the accounts, policies, opportunities, whatever they need to relate the task to on one screen and upon submit, it clones the tasks for each account, policy, opportunity, or whatever it is for them? Associate Actions with Workflow Rules or Approval Processes. Salesforce Flow is an automation tool to collect data and perform actions in. If you are not in love with Flows already it is probably because you havent started using and playing around with them. We will also see how to use Screen Flows to create Record Create Forms. What if, we can make this more efficient for the CSR? In this blog I am going to show how to Upload Files using Flow Builder in Salesforce. If there is another account, policy, opportunity, etc., they need to repeat the cloning step again. and then they clone the log a call/task and relate it to another account, policy, opportunity, etc. NOW PART OF Flow Screen Components Base Packs. You can populate each card with a set of actions that the user can take on the selected record. Instead, they create the first log a call or task and relate it to the one account, policy, opportunity, etc. The Flow Flexcard Component presents collections of records in a neat set of actionable cards. There is no option to relate it to multiple things. To create or update any of these pages, the Lightning App Builder is your tool.Sometimes, a customer service rep (CSR) may service a person that is associated with multiple WhatIds (accounts, policies, opportunities, etc.) and when they create a task or log a call, they can only relate the task to one account, policy, opportunity, etc. Email application pages: what users see from Lightning for Outlook or Lightning for Gmail.App pages: a page that isn't tied to an object. ![]()
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