Big Idea or Enduring Question: How do you auto-create a chatter group using Salesforce Flow? Objectives: This blog post will help us to understand the following Understanding Quick actions How to use the quick action in Salesforce Flow Add a Time-dependent action in After-save Record-Triggered Flow Business Use case Warren Mason
Category: Salesforce Flow
Auto Delete System Generated Chatter Posts
Big Idea or Enduring Question: How do you delete system-generated Chatter posts? Objectives: After reading this blog post, the reader will be able to: Map lead custom field to account custom field Create a record-triggered flow to delete records and much more Business Use case Warren Mason is working as a
Flow Orchestrator
With Orchestrator, admins can use low code to bring together multi-user workflows and automated processes to drive productivity across the entire business. Up to now, you’ve had to stitch these processes together using a combination of Flow, Process Builder, and custom code. Orchestrator solves this by giving you one place to build parallel work streams. With built-in task guidance, everyone knows exactly what they need to do and when — so they can spend less time waiting on handoffs and approvals and more time doing work on more impactful tasks and innovation.
General
1) Cancel Your In-Progress Flow Orchestration
2) Debug Your In-Progress Flow Orchestration
Cancel Your In-Progress Flow Orchestration
Big Idea or Enduring Question: How to cancel In-Progress Flow Orchestration? Objectives: After reading this blog, you’ll be able to: Cancel in-progress Autolaunched Orchestration (No Trigger) Cancel in-progress Record-Triggered Orchestration Business Use case Jestilla Zetkin is working as a System administrator at Gurukul On Cloud (GoC). She has created an Autolaunched Orchestration for
Debug Your In-Progress Flow Orchestration
Big Idea or Enduring Question: How to debug In-Progress Flow Orchestration? Objectives: After reading this blog, you’ll be able to: Debug in-progress Autolaunched Orchestration (No Trigger) Debug in-progress Record-Triggered Orchestration Business Use case Jestilla Zetkin is working as a System administrator at Gurukul On Cloud (GoC). She has created an Autolaunched Orchestration for
How to Debug a Salesforce Flow as Another User
Big Idea or Enduring Question: How to debug a Salesforce Flow as Another User? Objectives: After reading this blog, you’ll be able to: Debug a Screen Flow as another user Debug an Autolaunched Flow as another user Debug a Record-Triggered Flow as another user Debug a Platform Event-Triggered Flow as
Map Lead Source to Account Source During Lead Conversion
Big Idea or Enduring Question: How can you map the lead source to the account source during the lead conversion? A lead in a marketing context, is a potential sales contact, an individual or organization that expresses an interest in your products or services. Leads are typically captured through the
Skip Scheduled Flow on Weekends and Holidays
Big Idea or Enduring Question: We don’t want to work on Weekends or Holidays – we all get that! If so then, do you think our clients or prospects do? If you are in doubt then try sending an Email to your prospects to buy a home on a Christmas!