Big Idea or Enduring Question: Want to automatically unfollow records when records meet specific criteria? As you know, users can Follow and Unfollow records by clicking on the Follow icon on the record’s Detail page. However, users can automate the Follow/Unfollow process – based on some criteria – either by
Category: After-Save Flow
Getting Started with Salesforce Flow – Part 65 (Auto Follow Records Based on Criteria)
Big Idea or Enduring Question: How your users can automatically follow records when the records meet specific criteria? Within Salesforce, users can Follow and Unfollow records by clicking on the Follow icon on the record’s Detail page. If you want to automate the Follow/Unfollow process based on some criteria, then
Getting Started with Salesforce Flow – Part 64 (Upskill on Flow – Learn How to Use DOESN’T CONTAINS Operator – and Show-Off!)
Big Idea or Enduring Question: What if your use case requires you to use DOESN’T CONTAINS operator in Flow? With a sigh, you may want to remind me that, in Salesforce Flow, one cannot use the DOESN’T CONTAINS operator to filter the records! My response? – So, what! We are savvy
Getting Started with Salesforce Flow – Part 54 (Auto-follow a Chatter Question After Reply)
Big Idea or Enduring Question: How do you ensure a user is notified about additional replies to a Chatter Question she answered? With Chatter Questions, users can ask questions in their Chatter feed, in groups, and in records. Select Question from the Chatter publisher’s action menu, or click the Question
Getting Started with Salesforce Flow – Part 52 (Salesforce Flow Game Changer For Salesforce Admins and Developers)
Big Idea or Enduring Question: Many of us are unaware of the power of Salesforce Flow (aka Lightning Flow). It allows you to minimize the code used in your organization by using flow. It’s a tool whereby drag and drop you can build an awesome screen without writing a single
Getting Started with Salesforce Flow – Part 39 (Out of Office Notification For Chatter Post)
Big Idea or Enduring Question: How to set up an out-of-office message for a chatter post? Out of Office messages are automatic email replies that go out to colleagues, customers, and clients when you are away from work. You can do these settings in your email account, but there are