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 allow
Category: Architect
Post a Message to a Slack Channel using Flow
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
Auto Add Members to Account Team
Big Idea or Enduring Question: How can you automatically add specific users to the account team? Once an Account Manager creates a new account, the Manager can add a team member, or multiple team members, to an Account Team. This blog is a sequel to my previous blog – Auto
Auto Add Account Team Members to Case Team
Big Idea or Enduring Question: How can you automatically add account team members to case team? How nice would it be if Salesforce auto added users (specified account team role) from Account Team to Case Team whenever a case gets created? Well, we can cajole Salesforce to do just that
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
Query Records by List of Ids in Flow
Big Idea or Enduring Question: How can you automatically delete open tasks related to opportunity and quote(s) when an opportunity is marked as closed lost? Objectives: After reading this blog post, the reader will be able to: Understand @InvocableMethod and InvocableVariable Annotation Get sObject Type in Apex code Pass the
Find All Record-Triggered Flows for an Object
Big Idea or Enduring Question: How to find all record-triggered and scheduled-triggered flows for an object? Objectives: After reading this blog, you’ll be able to: Find out all record-triggered flows for an object Find out all scheduled-triggered flows for an object and much more Business Use case Arda Turan is
How to Get Salesforce Org Base URL in Flow
Big Idea or Enduring Question: How do you get your Salesforce org (Including Community) base URL and the record full URL in Flow? Objectives: After reading this blog, you’ll be able to: Get your salesforce org base url in the flow Get the current community url in the flow Get