Advertisements Big Idea or Enduring Question: How do you create a Slack Channel using Salesforce Flow? Slack Channels bring order and clarity to work — you can create them for every project, topic, or team. When there’s a channel for everything, you can focus on the conversations and work that
Category: Administrators
Send A Direct Slack Message Using Flow
Advertisements 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
Post a Message to a Slack Channel using Flow
Advertisements 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
Notify Opportunity Owner when a Survey Response is Received
Advertisements 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
Easiest Way to Convert ListView Filters for use in SOQL
Advertisements 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
Assign an Expiration Date to Permission Set or Permission Set Group Assignment
Advertisements 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
Count Selected Values in a Multi-select Picklist
Advertisements 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
Conditionally Change Color of Text Field Values in Salesforce
Advertisements 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