Articles tagged “automation”
- ApprovalProcess Metadata Type Reference
Configure and deploy ApprovalProcess (.approvalProcess-meta.xml) metadata for multi-step approvals, entry criteria, record locks, and Apex Approval calls.
- EmailTemplate Metadata Type Reference
Configure and deploy EmailTemplate (.email and .email-meta.xml) metadata for Classic, HTML, Visualforce, and Lightning email templates and folder manifests.
- Flow Metadata Type and Automation Architecture
Configure, deploy, and query Salesforce Flow metadata (.flow-meta.xml), manage active flow versions in CI/CD, and audit FlowDefinitionView via SOQL.
- FlowTest Metadata Type for Declarative Flow Testing
Write and deploy automated assertions for Record-Triggered and Autolaunched Flows using the FlowTest metadata type in SFDX. Learn testPoints and conditions.
- RecommendationStrategy in SFDX
Configure RecommendationStrategy metadata in Salesforce to build Einstein Next Best Action decision engines, predictive filtering, and customer offers.
- StageAssignment Metadata Type in SFDX
Configure StageAssignment metadata in Salesforce Flow Orchestrator to allocate interactive work items to users, groups, queues, and resources.
- SvcCatalogFulfillmentFlow Metadata Type in SFDX
Configure and deploy SvcCatalogFulfillmentFlow metadata in Salesforce to bind automated Screen and Autolaunched Flows to Service Catalog items seamlessly.