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 a
Category: Hands-on Flow
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
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
Auto Create a Public Group For New Account
Big Idea or Enduring Question: How can you automatically create a public group for a new account? If you have a large Community implemented and a very active instance of Salesforce, you are probably leveraging Public Groups extensively. The public group represents a group of users. We can add any number of users
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
Conditionally Change Color of Text Field Values in Salesforce
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 remove
Collapsible Sections in Screen Flow
Big Idea or Enduring Question: How do you create a screen flow with collapsible sections? Objectives: After reading this blog, you’ll be able to: Add a section to the screen element Make a section in the screen flow collapsible and much more Business Use case Arda Turan is working as
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 sting method Understand how to check Text Area (Rich) ISNULL or ISBLANK Call an