Custom Email Notification for Completed Tasks
Big Idea or Enduring Question: How do you send custom email notifications for the completed tasks to the Assignor? Objectives: After reading this blog post, the reader will be able to: Create a record-triggered Flow to send custom email notifications for the completed tasks to the assignor Create an email
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
Edit Columns in the Enhanced Related List View
Big Idea or Enduring Question: How to add or remove columns that show up in enhanced related lists? We often come across the requirement to add or remove fields to enhanced related list in lightning experience. For example, Add Next Step field on opportunities related list that shows up under
Auto Invite Customers to a Chatter Group
Big Idea or Enduring Question: How can you automatically invite customers to a Chatter Group? Objectives: This blog post will help us to understand the following Create a Flow to auto-invite customers to a chatter group. Use get element to avoid hard code of Id Understand how to use Flow
Auto Creates a Private Chatter Group
Big Idea or Enduring Question: How do you auto-create a chatter group using Salesforce Flow? Objectives: This blog post will help us to understand the following Understanding Quick actions How to use the quick action in Salesforce Flow Add a Time-dependent action in After-save Record-Triggered Flow Business Use case Warren Mason
Auto Delete System Generated Chatter Posts
Big Idea or Enduring Question: How do you delete system-generated Chatter posts? Objectives: After reading this blog post, the reader will be able to: Map lead custom field to account custom field Create a record-triggered flow to delete records and much more Business Use case Warren Mason is working as a
Cancel Your In-Progress Flow Orchestration
Big Idea or Enduring Question: How to cancel In-Progress Flow Orchestration? Objectives: After reading this blog, you’ll be able to: Cancel in-progress Autolaunched Orchestration (No Trigger) Cancel in-progress Record-Triggered Orchestration Business Use case Jestilla Zetkin is working as a System administrator at Gurukul On Cloud (GoC). She has created an Autolaunched Orchestration for