Send A Direct Slack Message Using Flow
Big Idea or Enduring Question: How do you send a direct message to the account owner on Slack via Salesforce Flow? Slack is a messaging app for businesses that connects people to the information they need. Its workspaces allow you to organize communications by channels for group discussions and allow
Post a Message to a Slack Channel using Flow
Big Idea or Enduring Question: How do you post a message to a Slack channel via Salesforce Flow? Slack is a messaging app for businesses that connects people to the information they need. Its workspaces allow you to organize communications by channels for group discussions and allow for private messages
Notify Opportunity Owner when a Survey Response is Received
Big Idea or Enduring Question: How do you notify the opportunity owner when a customer submits a survey (post-sales) response? Objectives: After reading this blog, you’ll be able to: Understand SurveyQuestionScore, SurveyInvittaion objects Use flow to notify the opportunity owner when a post-sales survey response is received Find out if a
Auto Add Members to Account Team
Big Idea or Enduring Question: How can you automatically add specific users to the account team? Once an Account Manager creates a new account, the Manager can add a team member, or multiple team members, to an Account Team. This blog is a sequel to my previous blog – Auto
Auto Add Account Team Members to Case Team
Big Idea or Enduring Question: How can you automatically add account team members to case team? How nice would it be if Salesforce auto added users (specified account team role) from Account Team to Case Team whenever a case gets created? Well, we can cajole Salesforce to do just that
Auto Remove a Record From Chatter Groups
Big Idea or Enduring Question: How do you automatically remove a record from the Chatter Groups? Salesforce allows you to add a record to Chatter Groups, which means you can now collaborate and discuss the records as a team in the group. You can only add Account, Contact, Contract, Campaign, Case, Lead,
Easiest Way to Convert ListView Filters for use in SOQL
Big Idea or Enduring Question: How to convert listview filters for use in SOQL? Objectives: After reading this blog, you’ll be able to: Convert list view filters to equivalent SOQL Export records from list view to excel spreadsheet Understand the list views and list view describe call in REST API
Top Ten Gems of Salesforce Lightning Experience Summer’22 Release!
With each new release, Salesforce is adding tons of new functionalities to Lightning Experience. Which makes you more productive and helps you to provide a better customer experience. As of 10th May 2022, Sandboxes have been upgraded, as a result, your organization now gets the look and feel of the Summer’22