Big Idea or Enduring Question: How can I use gamification in Salesforce to drive sales? What are the ways to automate gamification? Objectives: After reading this blog post, the reader will be able to: Create a flow that will automatically post a badge Learn how to use a Decision element
Category: Chatter
Recipes for Automating Chatter Group Management
Big Idea or Enduring Question: How to use record-triggered flow to automate common chatter group management works to improve productivity? Objectives: Chatter Group is one of the great ways to boost collaboration in your organization. A Chatter group represents a group of users – one can add unlimited members to
Delete Complete Chatter Conversation Using Salesforce Flow
Big Idea or Enduring Question: How can users be allowed to delete Chatter conversation? This is a continuation of my previous article Delete Chatter Messages Using Salesforce Flow, In that I had discussed a way which allows your users to delete Chatter messages. This article goes a step ahead and
Delete Chatter Messages Using Salesforce Flow
Big Idea or Enduring Question: How can users be allowed to delete individual Chatter messages? Objectives: After reading this article, the reader will be able to: Use automation to increase user permissions Create a custom object to store the Id of a Chatter message Use Record-Triggered Flow to delete the
Auto Add Opportunity Team Member to Opportunity Follower
Big Idea or Enduring Question: How can you automatically add Opportunity Team Members to a follower on an Opportunity? Objectives: After reading this blog, you’ll be able to: Work with get records element to find the record Use decision element to check record values Use create records element to automatically
Auto Remove a Record From Chatter Groups
Big Idea or Enduring Question: How do you automatically remove a record from the Chatter Groups? Salesforce allows you to add a record to Chatter Groups, which means you can now collaborate and discuss the records as a team in the group. You can only add Account, Contact, Contract, Campaign, Case, Lead,
Auto Add Chatter Group Members to Public Group!
Big Idea or Enduring Question: How do you automatically add chatter group members to a public group or queue? Objectives: After reading this blog, you’ll be able to: Understand what is a public group understand mixed DML errors and solutions to avoid such error Create a public group and queue
Auto Assign a Topic to a Record
Big Idea or Enduring Question: How can you automatically add topic(s) to a record? Objectives: After reading this blog, you’ll be able to: Use record-triggered flow to automatically add topics to a record Use the get element to find the topic id instead of hard coding of Id Use create