Getting Started with Salesforce Flow – Part 62 (Auto Assign or Remove Permission Set to Multiple Users)

Big Idea or Enduring Question: Permission Sets are helpful for providing a particular set of functionalities to a user in addition to the permissions provided by their Profile.  For example, you may want to allow only a few of your sales users to convert leads. In this case, rather than

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Getting Started with Salesforce Flow – Part 50 (Welcome New Users by Default – Auto Follow them in Chatter!)

Big Idea or Enduring Question: A warm welcome goes a long way in solidifying a company’s culture! If so then, why not provide existing users an ability to auto-follow new users in chatter? Chatter is a great way to boost collaboration in your organization. You can Post Status, Links, Files, and

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Getting Started with Salesforce Flow – Part 49 (Don’t Let Pending Approval Requests Linger – Reassign!)

Big Idea or Enduring Question: Is your Org cluttered with pending approval requests? Why not reassign the requests to a User (Chief Financial officer) or Queue? Ah, a clean org does feel good, doesn’t it?! Awesome! An approval process is an automated process an organization can use to approve records in Salesforce. One

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Getting Started with Salesforce Flow – Part 38 (Reminder For Chatter Group Pending Membership Requests)

Big Idea or Enduring Question: How can you send an automatic email alert to Chatter Owners about pending membership requests? In Salesforce, a Chatter Group represents a group of users. It’s a great way to boost collaboration in your organization. You can add unlimited members to a Chatter Group, but

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Getting Started with Salesforce Flow – Part 45 (Click and Join a Chatter Group)

Big Idea or Enduring Question: How do you create an automation that sends an email to users with a link to join Chatter Group?  Chatter is a powerful Collaboration tool for your organization, for both internal users and partners. In the past, I have written a few articles which show how you

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Getting Started with Salesforce Flow – Part 30 (Reminder Email to Upload Chatter Profile Photo)

Big Idea or Enduring Question: How do you automatically send reminder emails to your users to upload a profile photo on Chatter?  Chatter is a powerful Collaboration tool for your organization, for both internal users and partners. Each user has a visible profile page containing his Chatter wall as well as

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