Big Idea or Enduring Question: How do you set automation to auto-convert marketing qualified leads? When there is a chance of further negotiations with a lead, it can be converted into an account, contact, optionally an opportunity. In short, once the lead status has reached a certain stage, it can
Category: Salesforce Flow
Email Notification on Password Expiration
How to Setup Salesforce Password Expiration Notification Email Solution.
Post Opportunity Details to a Chatter Group
Big Idea or Enduring Question: How do you post a message to the chatter group via Salesforce Flow? Chatter Group represents a group of users who can share and collaborate on mission-related files and information. It’s a great way to boost collaboration in the organization. Chatter Groups can have unlimited members,
Automatically Assign Permission Sets to New User
How can you use Flow to automatically assign permission sets to new users?
Want the Case Owner to be the Same as Asset Owner? Here is how you can!
To understand how to solve the same business use case using Process Builder and Salesforce Flow. Check out this article Getting Started with Process Builder – Part 8 (Auto Sync Accepted Quote with Opportunity). Big Idea or Enduring Question: Use multiple types of functionality to enhance the automation of your
Auto Sync Accepted Quote with Opportunity
Big Idea or Enduring Question: How do you automatically sync Accepted quotes with their respective Opportunity? In this article Auto Sync Accepted Quote with Opportunity, I had discussed a way to use Salesforce Flow and Process Builder to automatically sync Accepted quotes with their respective Opportunity, whenever a Quote is accepted by the
Getting Started with Salesforce Flow – Part 42 (Running a Flow in System Mode)
Big Idea or Enduring Question: How do you run a Lightning Flow in system mode? Objectives: This blog post will help us to understand the following Difference between user mode vs system mode? How to create a flow that runs in the system mode Business Use case Vigne Kozacek is
Auto Submit Record into Approval Process with Flow
Big Idea or Enduring Question: How do you automatically submit a record for approval using Salesforce Flow? Objectives: After reading this article, you’ll be able to: Use After-save Record-Triggered Flow to automatically submit the record into the approval How to create an Approval process Business Use case Warren Mason is working as