Have a File Upload Component and Other Details on a Single Screen? Really? Wow!
Big Idea or Enduring Question: If you do wonder then, know that you are not alone! I often receive such requests either via email, as a comment on my website or, through Social Media. So, let us get started and tackle the challenge by creating a business use case. A
Want to Send an HTML Email from Salesforce Flow? Oh, yes! It can be done!
Big Idea or Enduring Question: Now (After Spring’21 Release), you can send rich-text Emails from Salesforce Flow using – Send Email core action! You read that right; so, continue to read on! Salesforce now allows you to use Workflow Email Alerts (supports different Email templates) in the Salesforce Flow to send HTML Emails. There is one catch, however!
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
Out of Office Notification For Chatter Post
Big Idea or Enduring Question: How to set up an out-of-office message for a chatter post? Out of Office messages are automatic email replies that go out to colleagues, customers, and clients when you are away from work. You can do these settings in your email account, but there are
Is Your Chatter Group Data Clean? No? Use Flow to Do So!
Big Idea or Enduring Question: How do you provide a way for deleting the Chatter group feed to the key users? Chatter Group is primarily geared towards boosting collaboration among users within an organization. Similar to a public group, a Chatter group comprises a set of users. Indeed, one can
Automatically Add a Record to Chatter Group
Big Idea or Enduring Question: How do you automatically add a record to the Chatter Group? Salesforce allows you to add a record to Chatter Groups, which means you can now collaborate and discuss the records as a team in the group. You can only add Account, Contact, Contract, Campaign,
Mass Transfer Chatter Files
Big Idea or Enduring Question: How do you allow Sales reps an easy to transfer their files to another user? The file allows you to Upload, Share, Follow files in Salesforce. The file helps the organization to discuss changes to the file in real-time, from whatever device they are using. It also
Auto Select Automatically follow records that I create Checkbox
Big Idea or Enduring Question: How can I auto-select Automatically follow records that I create checkbox for new users? Objectives: After reading this blog, you’ll be able to: How you can follow a record on chatter Use Before-save Record-Triggered to update field(s) Create an automation to update fields on the user object