Big Idea or Enduring Question: How can you automatically add Opportunity Team Members to a follower on an Opportunity? Objectives: After reading this blog, you’ll be able to: Work with get records element to find the record Use decision element to check record values Use create records element to automatically
Category: Sales cloud
Auto Add Members to Account Team
Big Idea or Enduring Question: How can you automatically add specific users to the account team? Once an Account Manager creates a new account, the Manager can add a team member, or multiple team members, to an Account Team. This blog is a sequel to my previous blog – Auto
Display Last Activity Date on Object Record Detail Page
Big Idea or Enduring Question: How to keep track of the last activity date and show it on the object detail page? Objectives: After reading this blog, you’ll be able to: Understand the differences between Last Activity and LastModified Dates Understand how Salesforce calculates the LastActivity Date Create a formula field to
Customize Product Multi-Line Layout in Salesforce
Big Idea or Enduring Question: How to customize columns in Add Products dialog box? We often come across the requirement to add or remove fields from Add Product or multi-line layouts for opportunity products in lightning experience. For example, Add Products Left in Stock field on Add Product page. Add Corporate Discount
Working with Polymorphic Relationship in Salesforce Flow
In Salesforce, relationship fields – such as Lookup, Master-Detail, or Hierarchical – allow a customer to connect one object with another object. Now imagine a use case where a customer wants to connect one object with multiple objects – i.e., relate a child object to multiple parents’ objects. In this blog,
Automatically Clone a Record if it Meets Certain Criteria
How to use Salesforce Flow to automate business scenarios that involve cloning an existing record.
How to Setup Sender Policy Framework (SPF) for Salesforce
Big Idea or Enduring Question: How to set up Sender Policy Framework (SPF) feature to allow receiving message transfer agents (MTAs) to validate that the sending MTAs are authorized to send email from the Salesforce domain? Objectives: After reading this blog, you’ll be able to: Understand different email authentication protocols
How to Setup DKIM Key in Salesforce
Big Idea or Enduring Question: How to set up DKIM (DomainKeys Identified Mail) key feature to let Salesforce sign outbound email sent on your company’s behalf. Objectives: After reading this blog, you’ll be able to: Understand different email authentication protocols Understand DKIM purpose Understand how DIKM works Setup DKIM key