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
Category: Administrators
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
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
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
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
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
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
Display Last Activity Date on Object Record Detail Page
Big Idea or Enduring Question: How to keep track of the last activity date and show it on the object detail page? Objectives: After reading this blog, you’ll be able to: Understand the differences between Last Activity and LastModified Dates Understand how Salesforce calculates the LastActivity Date Create a formula field to