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Using and Sharing Files in Flow with Dirk Keaton

Mar 9, 4:00 – 5:30 PM (UTC)

Salesforce Admin Group, Washington, D.C., United States

Files aka content documents seem strange, clunky, and better left in OneDrive. But they are secretly very powerful. Flows can be used to make a file appear on an account page and a case at the same time, to add an image (like a photo of a contact or asset) to record pages, and even to share files with colleagues. Flownatic and Automate This! presenter, Dirk Keaton, will show you how.

About this event

Files aka content documents seem strange, clunky, and better left in OneDrive. But they are secretly very powerful. Flows can be used to make a file appear on an account page and a case at the same time, to add an image (like a photo of a contact or asset) to record pages, and even to share files with colleagues. Flownatic and Automate This! presenter, Dirk Keaton, will show you how This session is designed for admins of any skill level with "no one left behind." Attendees should bring a laptop and create a new sandbox org. If you want to prepare in advance, we encourage you to try Dirk's video on how to create a loop.

https://www.youtube.com/watch?v=ZJItmKoaFJ8

Speaker

  • Dirk Keaton

    SOME (So Others Might Eat)

    VP, Customer Relationship Mgmt. & Evaluation

Group Leaders

  • Pallavi Agarwal

    Kander Consult

    Community Group Leader

  • Andrew Parrish

    Association of American Universities

    Community Group Leader

  • Healey Sutton

    Synergy

    Community Group Leader

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