Platform App Builder Certification Maintenance (Winter '26)

 Maintain Your Platform App Builder Certification for Winter ‘26

Trigger a Flow When a File Is Attached

Managing files just got a lot smarter. You can now automatically launch a flow whenever a file is attached to a record—no Apex code or complex workarounds required.

This enhancement lets you set filters so that your flow triggers only when it matters. You can filter by:

• File type or extension (for example, trigger only when a PDF is attached)
  
• File name (for example, when the file name contains “Contract”)
  
• Created by (for example, only for files uploaded by a specific user group)
  

When your conditions are met, the File Attach event automatically kicks off the flow. This opens up powerful new automation use cases, like:

• Starting a contract approval process when a signed document is uploaded.
  
• Sending notifications when a compliance file is attached.
  
• Automatically tagging or categorizing records based on file type.
  

To set it up, start by creating an Automation Event–Triggered Flow in Flow Builder.

1. In the Start node, click Select Event to open the Event Library.
   
2. Choose File Attach, then set your filter criteria.
   

Work with Newly Created Records Immediately

Creating records in a flow is now faster and simpler. Now, Salesforce automatically makes the new record and its fields available as variables you can use in the rest of your flow. You can immediately reference the Case ID from the Create Records element, saving time and reducing complexity.

In Flow Builder, start by adding a Create Records element to your flow. You can then use the records it creates as inputs for later steps.

For example, imagine you’re building a flow that automatically creates tasks for new high-priority cases. Add a Create Records element to generate a follow-up task for the case owner. Then use the element’s output to capture the task’s due date and store it in an output variable for use in subsequent elements.

This improvement keeps flows leaner, easier to troubleshoot, and more responsive.

A quick note on API versions:

• Flows built with API version 64 or earlier return Create Records references as strings.
  
• In version 65 and later, references are returned as field IDs.
  
• Before saving in version 65+, update your references to use ID fields to avoid flow errors.
  

Summarize Your Sales Records with Generative AI

Getting up to speed on a record no longer means clicking through every field and related list. Einstein Summary uses generative AI to quickly highlight the most important details about an account, contact, lead, or opportunity.

With just one click, you can:

• View a concise summary of key record details.
  
• Ask follow-up questions to get additional context.
  
• Take action by continuing the conversation with Agentforce.
  

This feature helps sales and service teams spend less time searching through data, get context before a call or meeting, and focus on closing deals or solving issues faster. Here’s how to enable it.

• Assign users the Einstein for Service Innovations and Einstein Sales Summaries User permission sets.
  
• For new orgs (after August 6, 2025), the Einstein Summary component appears on standard record pages by default.
  
• For existing orgs, use Lightning App Builder to add the component to Account, Contact, Lead, or Opportunity record pages.
  

Preview Flows with Your Org’s Branding

Consistent branding builds trust. And now you can see exactly how your screen flows will look with your organization’s Lightning theme or Experience Cloud site branding before you activate them.

The new Preview Style option in Flow Builder lets you apply your Lightning theme to screen flows, apply your Experience Cloud site’s Aura or Lightning Web Runtime (LWR) style, and confirm that your screens match your site’s look and feel.

As a result, branded flows create a seamless, polished experience and encourage user adoption.

Here’s how to preview.

• In Flow Builder, open a Screen element.
  
• In the editor, select Preview Style and choose a theme or site style.
  
• Preview the flow to confirm it matches your branding before activation.

What new capability does the File Attach event provide for Automation Event-Triggered Flows?

Ans: It triggers a flow when a file that matches criteria is attached to a record.

What is the benefit of using the output of the Create Records element directly in a flow?

Ans: It eliminates the need to add a separate Get Records element.

What does Einstein Summary allow users to do?

Ans: Generate a summary of a record and ask follow-up questions.

How does the Preview Style feature improve screen flows?

Ans: It allows you to preview and align flows with Lightning or Experience Cloud site branding.

Get Hands-On and Sort List Views by Multiple Columns

From the App Launcher, navigate to the Cases object.

Click List View Controls.
Click New.
Add the following information.

• List Name: All Cases Sorted
  
• List API Name: All_Cases_Sorted
  
• Visibility: All users can see this list view.

Click Save.
Click List View Controls.
Click Select Fields to Display and make sure the list contains the following fields.

Case Number

• Contact Name
  
• Subject
  
• Status
  
• Priority
  
• Date/Time Opened
  
• Case Owner Alias

Click Column Sort.

Add the following sort columns.

• Status: Ascending
• Priority: Descending