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

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Getting Started with Process Builder – Part 96 (Profile? So Yesterday! – Auto Assign Permission Set Group to a User)

Has it only been five years since I wrote, ‘auto-assign Permission Set to new users’?. The article was written using Flow Trigger – now, an obsolete functionality. You can read it  here. Wow! How time flies! Similarly, just two years ago, I wrote another article showing how one can assign a Permission Set

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Docomotion – Reap the Benefits of Automated Document Generation

Note.:- Today, I am going to review Docomotion – Interactive Salesforce Document Generation. Let’s start with an example, a quote can now be sent digitally to customers, and they can sign with an e-signature. The basic idea behind automation is to handle day-to-day processes and operations more efficiently, more accurately and

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Getting Started with Process Builder – Part 95 (Need to Auto Add Opportunity Contact Role to an Opportunity? Read on!)

Opportunity Contact Role has two aspects to it: (1) it represents the role a Contact play on an Opportunity; and, (2) it is a junction object between Opportunity and Contact. As we all know, Opportunity and Contact share a many-to-many relationship. For example, a Contact can play a Decision maker role in one

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Getting Started with Process Builder – Part 94 (Bye Bye Manual Work – Auto create Quip folder, document and, attach it to a record!)

–> Special thanks to Arnab Bose (VP, Product Management at Quip) and his team for providing Quip Enterprise access to me.  Quip not only helps Sales teams to organize their work and integrate seamlessly with Salesforce. But, it also empowers the teams to be consistent, foster collaboration, and remain focused. Quip is

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Getting Started with Process Builder – Part 93 (Enhance Productivity with Push Notification to Desktop or Mobile!)

If you have been keeping yourself abreast of Salesforce releases then, you may know that Summer’19 release is now in the Sandbox; and, as always, Salesforce has introduced tons of new features for customers like you and me.   In case you have not read the entire 472 pages of Salesforce Summer’19 release notes,

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