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

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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

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Assign an Expiration Date to Permission Set or Permission Set Group Assignment

Big Idea or Enduring Question: How to auto-remove the permission set or permission set group assignment from the users after a specific date of assignment?  Objectives: After reading this blog, you’ll be able to: Understand the differences between permission set and permission set group Set permission set and permission set

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Count Selected Values in a Multi-select Picklist

Big Idea or Enduring Question: How to count the number of selections in a multi-select picklist? Objectives: After reading this blog, you’ll be able to: Count the number of selections in a multi-select picklist  understand how the PICKLISTCOUNT formula works and much more  Business Use case Anita Smith is working as

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Conditionally Change Color of Text Field Values in Salesforce

Big Idea or Enduring Question: How do you display text field values in different colors based on the opportunity stage?  Objectives: After reading this blog, you’ll be able to:  Understand when to use before-save flow Use the formula to display texts in different colors Use the SUBSTITUTE function to remove

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Send Salesforce Survey Without Code

Big Idea or Enduring Question: How do you send survey invitations using flow?  Objectives: After reading this blog, you’ll be able to:  Understand the salesforce survey data model Use flow to send survey invitations to a contact  Associate survey invitations to Survey Invitations and Response related list  and much more Business

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Customize Product Multi-Line Layout in Salesforce

Big Idea or Enduring Question: How to customize columns in Add Products dialog box?  We often come across the requirement to add or remove fields from Add Product or multi-line layouts for opportunity products in lightning experience. For example, Add Products Left in Stock field on Add Product page. Add Corporate Discount

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