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
Category: Administrators
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
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
Discover How to Auto Populate Delegated Approver Field on a New User Record!
How to Auto Populate Delegated Approver Field on a New User Record
Profile? So Yesterday! – Auto Assign Permission Set Group to a User
Big Idea or Enduring Question: How can you use Flow to automatically assign the permission set group to new users? Has it only been five years since I wrote, ‘auto-assign Permission Set to new users’?. The article was written using Flow Trigger – now, an obsolete functionality. You can read it here. Wow!
An Introduction to Version Control for Salesforce Flow
Big Idea or Enduring Question: What happens when the business requirements for a Salesforce Flow change after it’s already activated and in use? Objectives: After reading this article, you’ll be able to: Modify an existing flow to reflect new requirements Clone an existing flow to create a new version Business
Bypass Salesforce Flow for a Specific User or Profile
Big Idea or Enduring Question: How can you bypass a Salesforce Flow for a specific user or profile? Until now, we have created many flows using Salesforce Flow. It is an easy and fun experience to create flows. These flows will execute as soon as they meet the criteria. There
Easiest Way to Find Newly Created Objects and Fields in Salesforce
Big Idea or Enduring Question: How to find newly created or modified fields in Salesforce? Objectives: After reading this blog, you’ll be able to: Understand Tooling API objects – CustomField and CustomObject Query Tooling API objects from Developer Console Find out newly created or modified custom fields Find out newly