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
Category: Architects
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
Remove Rich Text Formatting Using Flow
Big Idea or Enduring Question: How do you automatically remove HTML markup from the rich text area field and return plain text? Objectives: After reading this blog, you’ll be able to: Understand how to use stripHtmlTags string method Understand how to check Text Area (Rich) ISNULL or ISBLANK Call an
How to Fix MALFORMED_ID Error
I want to thank, each reader, and follower of automationchampion.com, for their support and feedback(s). Some of you requested me to write a blog post to explain (1) MALFORMED_ID Error; and, (2) how to solve it. I have and will continue to, try my best to incorporate suggested topics, from readers and