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Before-Save Flows - much rejoicing was had when the Spring ‘20 release notes first came out… but are they all they are cracked up to be… let’s investigate. But first, have you seen a Before-Save Flow demo video (apart from mine) that does anything more than updating one or two fields… let’s get real here, in the real world we need do to soooo much more.
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You can now set defaults for record Owners and Currency ISO Codes??? Maybe? (I need to check this). You can’t set these in Quick Actions (But you may be able to set these through the new URL Hacks also).
You can use Before-Save Flows to set values for Duplicate Rules - such a good use of these Before-Save Flows!
You CAN use Formulas in record triggered flows, just be aware of the Gotchas! See Formulas in Flow Triggers
The new thing of being able to see Flows (and Process Builder) in Time-Based Workflow is a complete game-changer. No need to use Workflow for Time dependant actions anymore. Though why it took this long for Process Builder to be in there, I will never understand.
HOWEVER, you can NOT search on Object. So ensure the Name of the Flow has the Object in it. See Flow Triggers Naming and Grouping for naming suggestions.
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You CAN NOT use formulas that include values from any other field set by the Before-Save record. Think of the field as being null always and every time you edit the record this field value is going to be set again. Note, I need to check this now that I’ve worked out you CAN use formulas in Before-Save flows. Oh wow, it looks like it works!!! See Formulas in Flow Triggers for more details on this…
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In my scenario above. I enter the Base Rate - it is never set in my Assignments in my Flow. I always set my Contract Fee based on the Percentage and the Base Rate. But what if I have another formula that I want to calculate Contract Total that is added as the Base Rate plus the Contract Fee. If the formula for fContractFee is $Record.BaseRate__c * $Record.Percentage__c The formula for fContractTotal can not be fContractFee + $Record.BaseRate__c It would have to be ($Record.BaseRate__c * $Record.Percentage__c) + $Record.BaseRate__c (I’ve excluded all the null checks for clarity). Then I have another formula that spells out the Contract Total in words to display on the Contract documents. So I would have to put the full formula calculation for every part of the formula that requires any part of the value. (For example see all these stupid formulas just for adding the dollar signs). Nope. That’s all fine for simple formulas but for complex formulas that is a need to go into After-Save Flows. |
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