Big Idea or Enduring Question: How can you automatically create a case from a Chatter post if it includes a specific keyword? Objectives: After reading this blog, you’ll be able to: Understand what is custom metadata types and when should one use it Work with custom metadata types in salesforce
Category: After-Save Flow
Auto Add Member to New User’s Default Account Team
Big Idea or Enduring Question: How can you automatically add a specific user to the new user’s default account team? How nice it would be if Salesforce auto adds a user (specified user) to Default Account Team for each new user? Well, we can cajole Salesforce to do just that
Create A Slack Channel Using Flow
Big Idea or Enduring Question: How do you create a Slack Channel using Salesforce Flow? Slack Channels bring order and clarity to work — you can create them for every project, topic, or team. When there’s a channel for everything, you can focus on the conversations and work that matters
Send A Direct Slack Message Using Flow
Big Idea or Enduring Question: How do you send a direct message to the account owner on Slack via Salesforce Flow? Slack is a messaging app for businesses that connects people to the information they need. Its workspaces allow you to organize communications by channels for group discussions and allow
Post a Message to a Slack Channel using Flow
Big Idea or Enduring Question: How do you post a message to a Slack channel via Salesforce Flow? Slack is a messaging app for businesses that connects people to the information they need. Its workspaces allow you to organize communications by channels for group discussions and allow for private messages
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
Auto Add Members to Account Team
Big Idea or Enduring Question: How can you automatically add specific users to the account team? Once an Account Manager creates a new account, the Manager can add a team member, or multiple team members, to an Account Team. This blog is a sequel to my previous blog – Auto
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