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
Category: Schedule-Triggered Flow
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
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
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
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
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
Getting Started with Salesforce Flow – Part 25 (Email Notification on Password Expiration)
How to Setup Salesforce Password Expiration Notification Email Solution.