Big Idea or Enduring Question: How do you automatically share events with an invitee when shared activities is enabled? This is a continuation of my last article Auto share events from a shared Calendar. In my previous article, I had discussed a use case, whenever an event is created without populating
Category: Hands-on Flow
Auto Share Events from a Shared Calendar
Big Idea or Enduring Question: How do you automatically share events from a shared calendar when both WhatId and WhoId are null? Calendars can do much more than ensure you are on time for meetings. They can be a central location for project and event materials and knowledge, inform best
What say? Send an Opportunity Approval Request to a Queue? Really?
Big Idea or Enduring Question: How do you send an opportunity / Quote / Account approval request to a queue? Objectives: After reading this blog, you’ll be able to: Understand what a Queue is. Use filters and conditions to design a process. Understand the Submit for approval action in Salesforce
Need to Auto Add Opportunity Contact Role to an Opportunity? Read on!
Big Idea or Enduring Question: How do you automatically add an Opportunity Contact Role to an Opportunity? Objectives: After reading this blog, you’ll be able to: Understand opportunity contact role Avoid hard code of Id using the get records element Use decision element to check record values Auto-create a record using
Automatically Create a Record from a Flow
Big Idea or Enduring Question: How do you automatically create a record using Salesforce Flow? Objectives: After reading this blog, you’ll be able to: Understand the basic components of Salesforce Flow Learn how to auto-create a record using Salesforce Flow Business Use case Corey Eridon is working as a System
Flow Formula to Standardize Opportunity Name
Big Idea or Enduring Question: How do you standardize the opportunity name to follow business defined naming convention? Objectives: After reading this blog, you’ll be able to: Understand when to use before-save flow Use the formula to concatenate fields in the flow Use assignment element to update the records and
Auto Generate Tasks on Renewal Contracts
Big Idea or Enduring Question: How do you generate tasks if contracts are up for renewal in 30 days? Objectives: After reading this blog, you’ll be able to: Create optimized scheduled-triggered flow Use formulas (date, concatenation) in salesforce flow Use scheduled-triggered flow to automatically generate tasks for renewal contracts
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