Design the flow; Set up a vf page to call your flow; Create a button to launch your vf page and put it on the opportunity page layout. Sit back and await the messages of admiration to roll in! I’m going to take steps 1 and 5 as read. Salesforce’s help topic on record types is here. For custom buttons help, try here. The Flow. This is the ...
One work around is to set the field to the min or max value of the type and check for this value wherever needed and do the appropriate conversions. Depending on your setup and use, you could create a trigger to convert min/max values to null and thus minimize the code required to handle such a work around.
In the meantime, you could build a workflow in Dynamics which clears the date fields and have this trigger on update of a boolean field. Then have your Flow set (and then reset) the boolean value in order to trigger the workflow. Not ideal, but should act as a workaround.
Three items in your admin toolkit let you automatically create Chatter posts: Apex triggers, Flow Builder, and Process Builder. Of those tools, Process Builder is the simplest. So you plan to migrate the Case-based workflow rules that send emails into processes with Process Builder.
A very simple Salesforce.com REST API client for Python - simple-salesforce/simple-salesforce.
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A Partial Data sandbox is a Developer sandbox plus the data you define in a sandbox template. It includes the reports, dashboards, price books, products, apps, and customizations under Setup (including all of your metadata).
Mar 02, 2015 · For this Flow we need to create two Text Variables and one Date Variable. Call the variables AccountId and OpportunityId, and ActivityDate. Create a Record Lookup to Find the AccountId from the Opportunity. Create a Record Update to Update Last Demo Date Set the Start Element for the Flow. Save the Flow, label it Update Last Demo Date. And then ...