Big Idea or Enduring Question: How do you automatically remove a record from the Chatter Groups? Salesforce allows you to add a record to Chatter Groups, which means you can now collaborate and discuss the records as a team in the group. You can only add Account, Contact, Contract, Campaign, Case, Lead,
Category: After-Save Flow
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
Auto Create a Public Group For New Account
Big Idea or Enduring Question: How can you automatically create a public group for a new account? If you have a large Community implemented and a very active instance of Salesforce, you are probably leveraging Public Groups extensively. The public group represents a group of users. We can add any number of users
Find All Record-Triggered Flows for an Object
Big Idea or Enduring Question: How to find all record-triggered and scheduled-triggered flows for an object? Objectives: After reading this blog, you’ll be able to: Find out all record-triggered flows for an object Find out all scheduled-triggered flows for an object and much more Business Use case Arda Turan is
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
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 string method Understand how to check Text Area (Rich) ISNULL or ISBLANK Call an
Send Salesforce Survey Without Code
Big Idea or Enduring Question: How do you send survey invitations using flow? Objectives: After reading this blog, you’ll be able to: Understand the salesforce survey data model Use flow to send survey invitations to a contact Associate survey invitations to Survey Invitations and Response related list and much more Business
How to Fix MALFORMED_ID Error
I want to thank, each reader, and follower of automationchampion.com, for their support and feedback(s). Some of you requested me to write a blog post to explain (1) MALFORMED_ID Error; and, (2) how to solve it. I have and will continue to, try my best to incorporate suggested topics, from readers and