Big Idea or Enduring Question: How can you avoid hard coding of ID in Salesforce Flow? Objectives: This blog post will help us to understand the following Understand how to use custom Labels to avoid hard code of ID in the Flow Understand how to use Custom Settings to avoid
Category: After-Save Flow
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
Work With Aggregate Functions in Salesforce Flow
Big Idea or Enduring Question: How to work with the aggregate functions in Salesforce Flow? Objectives: After reading this blog, you’ll be able to: Find out the NUMBER (Count) of rows for query criteria. Find out the MAXIMUM value of a field for query criteria. Find out the MINIMUM value of a
Set Your Productivity on Steroids by Creating Subflows
Salesforce Flow is one of the most used declarative tools to automate business processes in Salesforce. Most of us usually create a new flow for each requirement. That not only is not a best practice, but, in the long run, it is a highly unproductive and unsustainable approach to managing
Automatically Add New User to Public Group or Queue
Big Idea or Enduring Question: How do you automatically add new users to a Public Group or Queue? Objectives: This blog post will help us to understand the following Create automation associated with creating a new user Automatically add a user to a specified Public Group or Queue with Flow
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