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.
Easiest Way to Find Newly Created Objects and Fields in Salesforce
Big Idea or Enduring Question: How to find newly created or modified fields in Salesforce? Objectives: After reading this blog, you’ll be able to: Understand Tooling API objects – CustomField and CustomObject Query Tooling API objects from Developer Console Find out newly created or modified custom fields Find out newly
Automatically Add Products to New Opportunity
Big Idea or Enduring Question: How do you automatically add product(s) to a new opportunity? Objectives: This blog post will help us to understand the following Using salesforce flow builder to auto-assign products to an opportunity Use get elements to avoid hard coding of Id Works with pricebook and pricebook
Update the Case Status Through Email-to-Case Response
Big Idea or Enduring Question: How can you automatically update the case status when receives a response from customers via Email-to-Case? Objectives: This blog post will help us to understand the following Understand how email-to-case works Create a flow that fires on the customer’s response to an email-to-case Use decision
Auto Remove Managed Package License from a Deactivated User!
Salesforce Flow is a fantastic way to automate various business processes. It allows you to create a flow based on certain criteria that you set. Salesforce flow can do many things – Create a record, Update records, Post to Chatter, Send an email, etc. A few years back – in September 2015
Insert Users with Data Loader in Salesforce
Big Idea or Enduring Question: How to insert users with Data Loader in Salesforce? There are times when you will have to create users in Salesforce, for example, At the end of project development, create users for UAT testing. Load users from legacy system to Salesforce. You’ve hired a few
How to Download and Install Data Loader
Big Idea or Enduring Question: How to Download and Install Data Loader for Mac and Windows? Objectives: After reading this blog, you’ll be able to: Download and Install Zulu Open JDK Download and Install Data Loader Open Unidentified Developers app on MacBook Business Use case Neil Patel is working as a