Notify Opportunity Owner when a Survey Response is Received

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

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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

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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

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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

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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

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