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

Read More

Getting Started with Process Builder – Part 12 (Implement Gamification to Your Salesforce)

Big Idea or Enduring Question: How can I use gamification in Salesforce to drive sales?  What are the ways to automate the gamification? Objectives: After reading this blog post, the reader will be able to: Create a flow that will automatically post a badge Trigger a Flow via Process Builder

Read More

Getting Started with Salesforce Flow – Part 37 (Auto Remove Followers From Closed Opportunity)

To understand how to solve a similar business use case using Process Builder. Check out this article Getting Started with Process Builder – Part 29 (Auto Remove Followers From Questions With Best Replies). Big Idea or Enduring Question: How do you automatically remove followers from closed opportunities? In Salesforce a user can

Read More

Getting Started with Salesforce Flow – Part 44 (Auto Convert Marketing Qualified Leads)

Big Idea or Enduring Question: How do you set automation to auto-convert marketing qualified leads?  When there is a chance of further negotiations with a lead, it can be converted into an account, contact, optionally an opportunity. In short, once the lead status has reached a certain stage, it can

Read More

Getting Started with Salesforce Flow – Part 31 (Auto Submit Record into Approval Process with Flow)

To understand how to solve the same business use case using Process Builder and Salesforce Flow. Check out this article Getting Started with Process Builder – Part 25 (Auto Submit Record into Approval Process). Big Idea or Enduring Question: How do you automatically submit a record for approval using Salesforce Flow? Objectives: After reading

Read More

Dynamic Actions – Taking User Experience to the Next Level in Lightning Experience, indeed!!

One of the key features I like from the Winter’21 release is the Dynamic Actions for custom objects. Since the release, it is generally available (GA) for desktop and is Beta for mobile. Furthermore, now, the actions are also supported for standard objects (Account, Case, Contact, Lead, and Opportunity) – please note that this

Read More