Clone a User with their associated Public Group, Queue Membership and Permission Sets
Big Idea or Enduring Question: Want to quickly create a new user by cloning an existing user with Public Group, Queue, and Permission Set? To Clone a record means to replicate it. Salesforce provides an out-of-the-box feature to clone object records – thereby, saving time and enhancing productivity. Generally, if someone wants to clone an Account with an Opportunity they would opt for an Apex
Two Factor Authentication In Salesforce via Lightning Login
What is Two Factor Authentication ? Once you enable Two Factor Authentication for few web applications like Gmail, Facebook etc. then to access such applications you have to enter your credentials with security code generated by mobile apps or received by SMS. Authentication Process in Salesforce ? Currently we have
How to Use Pardot Form Handlers
Pardot is a new kid on the block. So, in most cases, Pardot is implemented after the initial business setup. Not surprisingly, there was life before Pardot. So, organizations have existing pre-Pardot era forms in their orgs that trigger Sales (Business) processes, Web-to-Lead (Salesforce), and Online Purchases (Online stores). Once
Add a Flow to a Lightning Page
Big Idea or Enduring Question: How do you add a Flow to the Lightning Record Page? Flow can be run through custom action, Custom button, the flow URL, a Lightning page, a Visualforce page, etc. In this article Add Record to Multiple Chatter Groups – Parsing Multi-Select Picklist fields (Flow) I
Welcome New Users by Default – Auto Follow them in Chatter!
Big Idea or Enduring Question: A warm welcome goes a long way in solidifying a company’s culture! If so then, why not provide existing users an ability to auto-follow new users in chatter? Chatter is a great way to boost collaboration in your organization. You can Post Status, Links, Files, and
Top 3 Types of Accounting Automation Your Business Needs
Automation is a game-changer for every industry and type of organization. Arguably the most impactful business automation has been in accounting processes. From lead to ledger the financial aspect of the customer’s journey is faster, easier, more accurate. On Salesforce, automated accounting is a critical component of the platform –
Dynamic Approval Routing in Salesforce
Big Idea or Enduring Question: How do you set up dynamic approval routing? In Salesforce, a user can use an Approval process to get approval from managers or higher authority. Approval processes route a record to one or more approvers, specifying the steps necessary for a record to be approved,
Salesforce Flow Game Changer For Salesforce Admins and Developers
Big Idea or Enduring Question: Many of us are unaware of the power of Salesforce Flow (aka Lightning Flow). It allows you to minimize the code used in your organization by using flow. It’s a tool whereby drag and drop you can build an awesome screen without writing a single