Click and Join a Chatter Group
Big Idea or Enduring Question: How do you create an automation that sends an email to users with a link to join Chatter Group? Chatter is a powerful Collaboration tool for your organization, for both internal users and partners. In the past, I have written a few articles which show how you
Create a Survey Using Flow? Why Not?!
Big Idea or Enduring Question: How do you create a customer-facing survey in Salesforce using out-of-the-box features? The survey helps you to drive your business forward by using a survey tool to capture the voices and opinions of the people who matter most to you. Some of the common types of surveys are: Customer
5 Reasons Why You Should Integrate Your Business Docs With Your CRM
Looking to transform the way your sales team sells? When you integrate your business document generation software with your CRM, your reps will gain efficiencies that will allow them to spend less time creating documents and more time closing deals without ever having to leave their CRM. Explore the five
Reminder Email to Upload Chatter Profile Photo
Big Idea or Enduring Question: How do you automatically send reminder emails to your users to upload a profile photo on Chatter? Chatter is a powerful Collaboration tool for your organization, for both internal users and partners. Each user has a visible profile page containing his Chatter wall as well as
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
Email Notification on Password Expiration
How to Setup Salesforce Password Expiration Notification Email Solution.
Post Opportunity Details to a Chatter Group
Big Idea or Enduring Question: How do you post a message to the chatter group via Salesforce Flow? Chatter Group represents a group of users who can share and collaborate on mission-related files and information. It’s a great way to boost collaboration in the organization. Chatter Groups can have unlimited members,
Add Report Chart to Lightning Record Page
You can share report by many ways with your colleague or sales team of your organization, like Subscribe a report, Schedule a report or give them report folder access. Salesforce has a very cool feature called as Report Charts. By using it you can share report with your peers, colleague