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What is the Flow Lab?

Think of the Flow Lab as your personal automation laboratory; a place to experiment with Flow and learn to create amazing processes.

Are you challenging yourself to become a more experienced Flow creator? The Flow Lab gives you a place to practice the skills you have and exercises to grow new skills.

You’ll find a series of use-cases, grouped by difficulty. Each use-case guides you through a sample solution, and suggests project enhancements to help you become a flow master.


Add Users to a Project – With Custom Lookup Object

Project Description The Flow Lab Inc. uses a custom object called Project to manage current projects. Users can be assigned to a project in a custom object called Project Team Member. Projects must have a MINIMUM of 3 Team Members. Users cannot be assigned to more than 3 active projects. Project Preparation Why User Copy…

Add Users to a Project – With User Object

Project Description The Flow Lab Inc. uses a custom object called Project to manage current projects. Users can be assigned to a project in a custom object called Project Team Member. Projects must have a MINIMUM of 3 Team Members. Projects must have a MAXIMUM of 5 Team Members. Users cannot be assigned to more…

Nominate User for Employee of the Month

Project Description The Flow Lab Inc. would like to start using Salesforce to gather and track their nominations for Employee of the Month! Users should only be allowed to nominate one person per month, and they can only nominate other users in the same “Employee Area.” Project Preparation Create a custom object called Nomination. 2.…