Last Updated on October 18, 2021 by Rakesh Gupta Topics for objects offers a powerful way to crowdsource your company’s key themes and issues. Users can add topics to records to organize them by common themes. When users search for topics, records that they have access to that are tagged
Month: January 2021
Add or Remove Followers to a Record with the Help of Salesforce Flow
Last Updated on February 10, 2022 by Rakesh Gupta Big Idea or Enduring Question: How can we develop declarative functionality to add or remove followers from a record? In Salesforce, a user can follow Chatter groups or Records. Salesforce provides out-of-the-box functionality so that Chatter group managers can also add/remove
Auto-follow a Chatter Question After Reply
Last Updated on February 10, 2022 by Rakesh Gupta Big Idea or Enduring Question: How do you ensure a user is notified about additional replies to a Chatter Question she answered? With Chatter Questions, users can ask questions in their Chatter feed, in groups, and in records. Select Question from
Clone a User with their associated Public Group, Queue Membership and Permission Sets
Last Updated on February 10, 2022 by Rakesh Gupta Big Idea or Enduring Question: Want to quickly create a new user by cloning an existing user with Public Group, Queue, and Permission Set? To Clone a record means to replicate it. Salesforce provides an out-of-the-box feature to clone object records – thereby, saving time and
Two Factor Authentication In Salesforce via Lightning Login
Last Updated on June 1, 2022 by Rakesh Gupta What is Two Factor Authentication ? Once you enable Two Factor Authentication for few web applications like Gmail, Facebook etc. then to access such applications you have to enter your credentials with security code generated by mobile apps or received by
How to Use Pardot Form Handlers
Last Updated on February 13, 2022 by Rakesh Gupta Pardot is a new kid on the block. So, in most cases, Pardot is implemented after the initial business setup. Not surprisingly, there was life before Pardot. So, organizations have existing pre-Pardot era forms in their orgs that trigger Sales (Business)
Add a Flow to a Lightning Page
Last Updated on February 10, 2022 by Rakesh Gupta Big Idea or Enduring Question: How do you add a Flow to the Lightning Record Page? Flow can be run through custom action, Custom button, the flow URL, a Lightning page, a Visualforce page, etc. In this article Add Record to
Welcome New Users by Default – Auto Follow them in Chatter!
Last Updated on February 10, 2022 by Rakesh Gupta Big Idea or Enduring Question: A warm welcome goes a long way in solidifying a company’s culture! If so then, why not provide existing users an ability to auto-follow new users in chatter? Chatter is a great way to boost collaboration in