Articles tagged “flow”

19 articles

• ApexEmailNotifications Metadata Type for Error Alerts

  Configure unhandled Apex exception and Flow fault email recipients using the ApexEmailNotifications metadata type. Learn full-replacement rules and SOQL.

• AppointmentSchedulingPolicy Metadata Guide

  Manage and deploy AppointmentSchedulingPolicy metadata in Salesforce DX to enforce calendar availability, lead times, and skill matching in Scheduler.

• BatchProcessJobDefinition Metadata Guide

  Configure and deploy BatchProcessJobDefinition metadata in Salesforce DX to run high-volume declarative Batch Management jobs via Flows and Apex.

• Custom MCP Servers and Tool Design

  Curate persona-based custom MCP servers and expose Apex Invocable Actions, Flows, REST APIs, Agentforce agents, and Prompt Builder templates as MCP tools.

• CustomNotificationType Metadata Type Reference

  Configure and deploy CustomNotificationType (.notiftype-meta.xml) metadata to send real-time desktop bell and mobile push notifications from Flows and Apex.

• DecisionTable Metadata Type in SFDX

  Configure DecisionTable metadata in Salesforce DX to build business rules engine condition tables, input-output mappings, and multi-criteria filters.

• EmbeddedServiceFlowConfig Metadata Guide

  Configure and deploy EmbeddedServiceFlowConfig in Salesforce to orchestrate automated screen flows and appointment booking within Embedded Service web chat.

• ExternalServiceRegistration Metadata Type for OpenAPI

  Register OpenAPI 2.0 and 3.0 REST specifications using the ExternalServiceRegistration metadata type to generate Flow actions and strongly typed Apex classes.

• 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.

• InvocableActionSettings Metadata in SFDX

  Deploy InvocableActionSettings metadata in Salesforce to manage invocable action execution, rollbacks, callout limits, and security policies in CI/CD.

• MCETransformationsSettings Metadata Type Guide

  Configure MCETransformationsSettings metadata in Salesforce to enable Flow Builder integrations and automated messaging with Marketing Cloud Engagement.

• ProcessFlowMigration Metadata in SFDX

  Configure ProcessFlowMigration metadata in Salesforce DX to migrate legacy Workflow Rules and Process Builders into optimized record-triggered Flows.

• QuickAction Metadata Type Reference

  Configure and deploy QuickAction (.quickAction-meta.xml) metadata for LWC screen actions, headless actions, Flow modals, and predefined field values.

• RecordActionDeployment Metadata in SFDX

  Master RecordActionDeployment metadata to orchestrate Flows, Quick Actions, and Next Best Action recommendations in guided Service and Sales consoles.

• RegisteredExternalService Metadata in SFDX

  Master RegisteredExternalService metadata to register OpenAPI specs and auto-generate declarative Flow invocable actions for external REST APIs in SFDX.

• SvcCatalogFulfillmentFlow Metadata Type in SFDX

  Configure and deploy SvcCatalogFulfillmentFlow metadata in Salesforce to bind automated Screen and Autolaunched Flows to Service Catalog items seamlessly.

• Translations Metadata Type in SFDX & Metadata API

  Localize Custom Labels, Flows, Custom Applications, Custom Tabs, and Prompt Templates across languages using the Translations metadata type in SFDX.

• Workflow Metadata Type (Alerts, Field Updates & Outbound)

  Understand why the Workflow metadata type (WorkflowAlert, WorkflowFieldUpdate, WorkflowOutboundMessage) remains vital for Approvals, Entitlements, and Flows.