From Yumi Ibrahimzade: How to Trigger a Flow on a File Upload Yumi's post does a great job of diving into this powerful new feature that's easy to miss. One issue is discoverability: to find this trigger, you need to know about the Automation Event-Triggered Flow Type. Check it out!

From Indrajeet Sengupta: Example to implement e-invoicing with Revenue Cloud So for the sake of clarity, we will use an example for Vertex Netherlands to comply with E-Invoicing Let’s prepare the org. The first thing that we do is create fields on the Invoice level to get the org ready. Help…

From Indrajeet Sengupta: E-Invoicing with Revenue Cloud What is E-Invoicing? Imagine instead of printing an invoice, putting it in an envelope, and mailing it or emailing it, you create it in your accounting software and send it directly to your customer's accounting software in a structured…

Acceptance Due Date: The Omni-Channel SLA Sensation You Need Learn about routing with the new Acceptance Due Date, where you can set a target date for work to be routed in Omni-Channel, allowing for SLA based routing.

Salesforce Agentic Orchestration and Flow Innovation in agentic orchestration is accelerating rapidly, and our automation product teams have been hard at work improving Flow to make it easier than ever to bring agents and human-centered work together. With the Summer ’25 release, we’ve introduced…

Grow Smart with Agentforce: Treat Your AI Like a Teammate—Not Just a Tool Part 4 of our Agentforce Series In Part 1, we helped you launch fast with FAQs.In Part 2, we showed you how to scale smart… https://unofficialsf.com/grow-smart-with-agentforce-treat-your-ai-like-a-teammate-not-just-a-tool/

Grow Smart with Agentforce: Boost Accuracy with Advanced Grounding Part 3 of Our Agentforce Series In Part 1, we helped you launch fast with FAQs. In Part 2, we showed you how to scale smart using… https://unofficialsf.com/grow-smart-with-agentforce-boost-accuracy-with-advanced-grounding/

Grow Smart with Agentforce: Turn Escalations into Your Enablement Engine Part 2 of our Agentforce SeriesIn Part 1, we covered how to get your AI agent live fast with FAQs. Now, we’re moving beyond launch. In this post, you’ll learn how to:🔍 Analyze escalations to uncover what your agent should…

Grow Smart with Agentforce: Train Your Agent Like a Human Part 1 of our Agentforce for Service Email Series In this post, you’ll learn how to: ✅ Launch your AI fast using what you already have 📚 Train it like a… https://unofficialsf.com/grow-smart-with-agentforce-train-your-agent-like-a-human/

FROM ROHIT GAMBHIR: UNLEASH THE POTENTIAL OF SCHEDULER AND AGENTFORCE Introduction Salesforce Scheduler just got a major upgrade with new capabilities powered by Agentforce and it’s a game-changer for appointment booking. Whether you're helping customers over chat or guiding them through a…

Enhanced Approval Requests I recently had the opportunity to meet with the team responsible for the excellent AppExchange product that handles enhanced approval requests. It is available in both a free and a paid version. Their roadmap includes… https://unofficialsf.com/enhanced-approval-requests/

Agentforce and External Services: A No-Code API Integration Guide As a Salesforce administrator, you're always looking for ways to make your org smarter and more efficient. Agentforce has already transformed how you handle sales and service inquiries, but what if your AI agents could access…

Use a Flow to Call a Prompt Get Data Back Disclaimer: This is more of a thought exercise than a valid use case, and contains some anti-patterns. It is meant to give one an example of parsing a prompt's output with Apex. Scenario From a screen flow on the account page, we want to surface a list of…

Reporting on Service Cloud channels Reporting on Salesforce Service Cloud can sometimes feel like navigating a labyrinth. While the platform offers immense flexibility, it often leaves users yearning for more guidance. This blog aims to demystify the process, providing you with the insights and…

Flow’s Three Release Roadmap Check out our newly published post covering the things we're working on this year at Salesforce for the Flow family.

From Vijay Pandiarajan: A Lookback at Major 2024 Flow Innovations Check out this great post from Vijay, a VP of Product Management on the Flow team at Salesforce.

Spring ’25: Omni-Channel Standard Reassign Action Hi Salesforce friends!! I am super excited to share an awesome new feature by the Omni-Channel team in Spring ’25 release: the new ‘Reassign’ standard action. This new standard action allows reps to reassign work to different queues, agents,…

Announcing Live Monitoring of AI Agent for Supervisors Revolutionizing Service Oversight with the Live AI Agents View Autonomous AI agents are revolutionizing the service industry, transforming how businesses engage with their customers. But for many service leaders, one critical question remains:…

Sample Use Cases for Flow Launcher & Datatable I've written an article on the Flow Launcher from the App Exchange and included a few use cases showing how to use Datatable Row Actions to launch pop-up screen flows to do things like edit records or add new records to a Datatable. Get the complete…

Flow Product Team Survey: Application Lifecycle Management Hey folks! The Flow product team wants to hear from you on making flows even better with Application Lifecycle Management (ALM) processes. We’ve created a short 3-5 minute survey that will give you the opportunity to rank what is keeping…

What’s new for Datatable and other UnofficialSF components I’ve released a new version of the Datatable component (4.3.5). In addition to the Remove Row Action, I’ve added a new Standard Row Action and improved reactivity with a new single “Actioned Row” output. When a row is “actioned”, you can…

Check out the latest enhancements to my Datatable component for #Salesforce #Flow unofficialsf.com/a-new-versio...