Getting Started with Salesforce Flow – Part 69 (Set a Default Value for Record Choice Set? Sure,Why Not?!)

Big Idea or Enduring Question: Surprised, that setting a pre-selected default value for a Record Choice component is not easy? If so then, one thing to remember is that with enough creativity and persistence, Salesforce Flows’ versatility is such that you can design a solution for almost any business requirement. 

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Getting Started with Salesforce Flow – Part 58 (Customize Previous, Next, Finish, and Pause Button Label for Screen Flow!)

Big Idea or Enduring Question: What if you could customize the Previous, Next, Finish, and Pause button label for Screen Flow? Ya, why endure mundane when we can jazz things up!! Let us do it! A Screen Element allows you to take users’ input and process it – yes, one can

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Getting Started with Salesforce Flow – Part 67 (Hurray! Parsing a Multi-Select Picklist is Trouble No More! Phew!)

Big Idea or Enduring Question: Provide a wizard that allows your Inside Sales Team, Telemarketers to add Lead to multiple Campaigns. 6 years ago I wrote an article (Add Record to Multiple Chatter Groups – Parsing Multi-Select Picklist fields) to parse Multi-Select Picklist or Checkbox Group in Salesforce Flow. Not

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Getting Started with Salesforce Flow – Part 63 (Allow Users to Mass Transfer Records They Own)

Big Idea or Enduring Question: How do you allow Sales reps an easy to transfer their opportunities to another user? In today’s world, Sales reps switch their job frequently. Transferring their existing or closed deals or leads to another user is time-consuming work. Salesforce provides various ways to change the Ownership of

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Getting Started with Salesforce Flow – Part 60 (Allow Anyone to Add or Remove User into Public Group or Queue)

Big Idea or Enduring Question: How can we use Salesforce Flow to allow anyone to Add or Remove Users from Public Groups or Queues? In Salesforce, Queues and Public Groups represent a group of users. Only administrators and delegated administrators can create and edit public groups. At the same time,

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Getting Started with Salesforce Flow – Part 59 (Clone a Chatter Group with Members)

Big Idea or Enduring Question: How do you provide a way to clone Chatter group with members to your users?  Chatter Group is primarily geared towards boosting collaboration among users within an organization. Similar to a public group, a Chatter group comprises a set of users. Indeed, one can add

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