glad you found it useful. Thanks for the feedback. It's been a while since I've did one of these videos so let me know if there's something specific you want to see.

Thanks Jodie, I wasn't aware of that limitation. I like the toast message approach as well but for demo purposes this worked :)

I think this depends on your definition of migrate. When this was create there was no migration tool for PB to Flow. So if you were going to move out of using PB and to Flow you are create your own flows. It's still a migration. It's just not happening through a tool that creates the flows for you

Using an assignment would definitely make it more apparent. Of course, it's also uses up an element when you don't HAVE to. I don't think either is necessarily better than the other unless you're hitting up to the 2000 element limit Thanks for the comments & thoughts

@@briankwong7276 I started building one yesterday and I definitely don’t like the x to save and get out. It is a UI mistake.

Glad the old stuff is still helping. I've tried a few times to reboot and make these with the new builder, but by the time I get things built - they change something that requires me to do it over again!

It's a live stream video and not recorded. It was streamed at 720p. not much I can do about it. It looked fine when it was streamed so not sure why the resolution isn't as sharp as it was when it was streamed

@@sneakyomni - ok, not a problem

Yay Glad it helped

I know for a fact it works with Classic email templates since I just did one with a formula not too long ago. I haven't had a need to try them with Lightning Email templates. I would expect that would still work

It depends on what your outcomes are. They are evaluated in order. So if you have 3 outcomes and the criteria would be true for both Criteria 1 and Criteria 3 - only Criteria 1 will be evaluated. So it's tough for me to give you a straight answer without looking at what your outcome criteria are. The most common issues I see are either wrong long (equals instead of not equals), empty or incorrect variable references, or you have multiple criteria which would evaluated to true and the first one gets selected

Brian Kwong ok, got it. Thank you for your response. I figured there was a technical issue on my end.

I had planned on releasing episode 6 many months ago, but life has caused me to prioritize what little time I have between family/work. Doesn't help that there's basically no quiet time to record anymore. I do have some plans. There's been enough changes in Flow and even more coming in Winter '21 that I'll likely wait until Winter '21 is released and go from there. Flow is going to be THE automation tool to use in the future for Salesforce - when you're not needing apex

You're either doing a separate update for each record, or you need to loop through records, set a new value, then update all the records out of the loop. This can be tricky when you want people to select the records. So in my example, I use a record choice set to get a list of the potential records, then do a get records after they selected them. The loop is going through each one. This may be easier now that Flow has stopped requiring you to create your own variables for Gets and Loops

Lead convert is a weird duck. I typically don't try to have automation run during the convert process unless I'm overriding the convert process completely with my own custom thing. I don't quite understand what you're trying to do. Converting a lead is just like an edit so if you're doing a before save flow it'll fire when you're converting the lead.

If you're doing a redirect in lightning as an action - no. The flow essentially ends at the redirect.

and from the sound of it, Flow will become even easier

Just make sure you don't go wild and create a bunch of flow triggers on the same object. I agree it should make those simple record updates MUCH faster

yes! it's on my list of videos to make. I'm just very far behind because of Work/Family and flow team keeps doing updates that make my stuff outdated :) Glad you found it helpful

Thanks for your reply. I urgently need to deliver something. Any chance you could provide the basic steps in using the new FLOW tool?

@@lindathompson2481 It's pretty much identical setup. The difference is that instead of "Fast lookup" it's Get Records. And you are saving multiple records vs just the one. You don't need to set a variable to store the collection - that's done for you now. Then you're looping through the collection. Instead of a Fast Update, it's just an update records. Everything is pretty much identical.

I know it's not much, but here's a screenshot of what the flow looks like now twitter.com/Kwongerific/status/1221868614539673600

@@briankwong7276 Thanks very much for your quick reply! Since I never used the old tool I've been unable to translate examples from the old to the new tool. I have another question: 1) I don't need the user to pre-select which records to update. I simply want the screen to dynamically display each record to update based on passing the logged in UserId to the Get records query. (example: Client Lead = $User.Id). Do you know if that's possible?

The interface you see in this video is the Cloud Designer. It was recently replaced with the lightning Flow builder which you see now. The UI is different, but the concepts are the same. There were some Simplifications. "Get records" is basically a combination of the Fast Lookup and the Record Lookup from the cloud designer. The difference is in the options you select. You'll want to store fields in a single variable (a record variable resource) to get the equivalent. The other option requires you to create a variable resource for each field from the record you're getting. That's a big pain in the backside IMO.

@@briankwong7276 I tried using the Flow builder and now I am getting the error where the lightning component is called as "C:CREATEAXPROJECTRECORDS (LOCAL ACTIONS): AXProject Inputs: InputContactID = {!varContactID} (0035500000T8bE4AAJ) InputAccountID = {!varAccountID} (0015500000Uz4OEAAZ) ________________________________________ Error Occurred: Action failed: c:createAXProjectRecords$controller$invoke [varContactID is not defined] " I have posted a question in the stackexchange, can you please help me with this salesforce.stackexchange.com/questions/290417/quick-action-and-flow-to-create-a-record-in-ligthning

Hey Ruth, You can specify the record type within the Lightning Component like this: ... “entityApiName”: “Opportunity”, “recordTypeId” : “012F0000000rzBdIAI”, “defaultFieldValues”: { ... You still need to know what that ID is. If you want your users to select you have a few choices. One is to create another Lightning Component to let them select the ID. The second choice is simply use a Flow. One way is to create a choice for each record type name then present that as a radio button or picklist in the screen element. You can do a get Records to get records query the RecordTypeIDs based on the name selected. The second, and better, is to create a "Record Choice Set" this combines the Choice and the query so it'll give you the available record types to choose from based on the criteria you set. This way if you create a new record type in the future for that object, your flow will automatically include it. Once you have the ID selected from the Flow you can pass it into your Lightning Component just like it's a field value.

@@briankwong7276 ok, thank you. I have been searching the community for two days for a solution- finally found a post that referenced this blog. Should have just come to you first place. Going to go give this a shot. **not sure she can do this**

@@reeseysmith486 You can do this. It's one of the reasons I like this solution because there's no apex code. A few tips - read the blog that goes with it. You can copy/paste the sample code from there. Links in the description & in the video. Lightning Components are case sensitive and picky (for example myfield__c will cause an error where Myfield__c would work). Copy/Paste from the API name in object manager whenever possible. They also require MyDomain and Lightning. Don't do everything at once! Don't worry about the record type, start with just opening up a new record (passing no values in) through the flow. Then update the lightning component to accept inputs and pass it into the defaultfields... incrementally add things - you'll be more successful. It's easier when you go "well this worked before I did X so therefore I did something wrong in X" instead of "I built this whole thing and it doesn't work and I don't know why"

@@briankwong7276 I am working on this right now - I struggled with flows before they changed the interface, now I have been doing a lot more with flow. Being in the new interface I am stuck at the create record component- what did you do differently that calls your Lightning Component? I have also run into a snag with the record type...the choice set is returning the type ID vs the name. Still playing with that.

@@reeseysmith486 It's used as a local action in the flow. If you look at the video kzbin.info/www/bejne/Zp3Tip2nmt2CotE&lc=&t=6m1s you'll see a element with a lightning bolt. That's the action. In the new lightning builder it'll be an action that you can drag onto the canvas, you may have to search for it by name.

Stefaan, That message is something I created. There is no naming convention documentation. I pointed it out in the video because I failed and didn't use my own naming convention that I had previously created & used in other videos. The important thing it to HAVE a naming convention and be consistent. It's not a salesforce this, just a best practice for organizing and documenting your own automation

@@briankwong7276 Hi would you be so kind to share your own naming convention. It can inspire us to setup our own naming convention

@@somerslow Sure, maybe I thought I had a post on this already, but I guess it was just done for a Dreamforce presentation. So I like to start all my variables with "vr" because I can quickly use the text filtering to get to them. This was more important in the cloud designer than Lightning Flow Builder because the two displayed options differently, but I still use this. I use other prefixes for other types of things. I also use "col" for collection. variable: vr Text template: txt Formula: vrf record variable: vrSo (short for variable sObject) record variable collection: vrSoCol

Since lightning components are no longer the "in thing" I was glad to see we can also use lightning web components as well. I wish I had one built to use in the video for a demonstration.

Thanks Zac! Anything you want to see about Flow? I'm still writing up future episodes for Wizard Apprentice Flow

Thanks for the feedback. You need an invocable apex method. You can find more information here: developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_classes_annotation_InvocableMethod.htm If you need more I would recommend asking at success.salesforce.com and join the automation group.

so you do want us to cancel the WizardCast? :)

@@briankwong7276 ha ha NO do not cancel it.

Thanks for the comment Adel. Yes, you can technically loop through 2 collections. So we could have Collection A be a group of numbers 1,2,3,4 and Collection B have 3,4,5,6. You loop collection A and within that loop Collection B and do a decision where if This A = This B then blah blah. Things where this doesn't work is if you have a collection of records and you want to get the related or child records. It will work but you run a high risk of hitting limits pretty quickly. It's never a good plan to do any Get Records, Record Updates, or Record Creates within a loop. I have two older videos on loop that use the Cloud Designer. So the flows look different but the concept is the same: kzbin.info/www/bejne/pYK4hqyIjKhkbck and kzbin.info/www/bejne/aIG8eXyPa9-eZ5o

@@briankwong7276 thanks Brian. The 2nd part of your comment is what I am facing. Collection A is a record collection variable that has 3 records. I want to compare the id of each record in this collection to another record collection variable. I can't find a way to say if Id is not found in the collection ,.do blah blah blah. Hope I am explaining it correctly. Is there any other approach to achieve this other than Apex?

@@adelselim5184 OK Let's call the collections A and B. So you would have a loop element looping Collection A. Then a Loop for Collection B. Then a Decision Element. So when you create a loop you have to specify the variable to represent 1 item within that Loop. Your decision would be after the 2nd loop and basically look at ThisA value equals ThisB value. If that outcome is matched it goes to another element to do what your "Something" is Your default outcome would point back to Loop B (to check the next B value) and the End of Loop B points to Loop A (to check the next A record). So your flow would look Loop (A) -> Loop (B) -> Decision Outcome 1 (A and B Matches) -> Other elements that you want to do something -> Back to Loop B Default Outcome (A and B do not match) -> Back to Loop B Loop B (After all values are looped) -> Loop A

@@briankwong7276 with some manipulation it worked. Thanks

Thanks! I'm in the process of making the second episode focusing on the screen element. I'm always happy to take feedback. Also thank you for ordering a shirt! Goes to help offset the costs of stuff and fun my kids' college fund:)

Yes. I believe it's under core actions. You won't see them listed off the left menu like the cloud designer. It's buried in the Action menus

I'm in the process of re-making all the older version with the new flow builder then I'll have some even newer stuff coming out. Thanks for the feedback!

Glad I could help! There's a blog post in the description with other details including a link to something Doug Ayers put together that uses only a lightning component. His solution does require some coding to work, but theoretically would make it more reusable.

depends on what you mean by this. You can pass values INTO the flow a number of ways. The variable needs to be marked as "input" and then you can see it in Process Builder (if you're going that route) or a quick question (if going that route). Getting values out Flow, you set the variable to "output." Then it's a matter of what you're outputing to. Apex? Something else?

Well for the moment. Shannon Hale, the new PM of Flow Builder, has stated publicly those features will be coming. It just wasn't ready for the release right now. Personally, I find I only then need them when I'm building a brand new flow. So I may go to Process Automation Settings, remove the check box so I can use the cloud designer. Copy/Paste what I need then turn off the cloud designer and go back to the Lightning Flow builder

Yea, I figured it would get added, I am just missing it right now :)

In the interim :D unofficialsf.com/converting-a-flow-builder-flow-version-back-to-cloud-flow-designer/

I don't have anything available, but that sounds like a Great video option. What's your use case for using the file upload?

​@@briankwong7276 developer.salesforce.com/docs/atlas.en-us.salesforce_vpm_guide.meta/salesforce_vpm_guide/vpm_designer_elements_screen_fileupload.htm