Want the Case Owner to be the Same as Asset Owner? Here is how you can!
To understand how to solve the same business use case using Process Builder and Salesforce Flow. Check out this article Getting Started with Process Builder – Part 8 (Auto Sync Accepted Quote with Opportunity). Big Idea or Enduring Question: Use multiple types of functionality to enhance the automation of your
Auto Sync Accepted Quote with Opportunity
Big Idea or Enduring Question: How do you automatically sync Accepted quotes with their respective Opportunity? In this article Auto Sync Accepted Quote with Opportunity, I had discussed a way to use Salesforce Flow and Process Builder to automatically sync Accepted quotes with their respective Opportunity, whenever a Quote is accepted by the
Getting Started with Salesforce Flow – Part 42 (Running a Flow in System Mode)
Big Idea or Enduring Question: How do you run a Lightning Flow in system mode? Objectives: This blog post will help us to understand the following Difference between user mode vs system mode? How to create a flow that runs in the system mode Business Use case Vigne Kozacek is
Auto Submit Record into Approval Process with Flow
Big Idea or Enduring Question: How do you automatically submit a record for approval using Salesforce Flow? Objectives: After reading this article, you’ll be able to: Use After-save Record-Triggered Flow to automatically submit the record into the approval How to create an Approval process Business Use case Warren Mason is working as
Mason Frank Salesforce Salary Survey 2020/21 – Key Findings
This year has been an unusual and testing one—the impact of the global pandemic has been felt far and wide, and the Salesforce ecosystem is no exception. The unprecedented circumstances we’ve faced in 2020 have promoted a lot of change and thrown up many challenges, but, as always, the software
Common Deployment Issues in Salesforce & How to Solve for Them
Once upon a time, Salesforce was a simple customer relationship management (CRM) tool that could be easily managed by a single person or a small team. But that time is well in the past. Today, enterprises are transforming Salesforce into a single source of truth for the whole business and
Do You Know How the File Sharing Architecture Works on Records? Hop aboard!
The Files, in Lightning Experience, consolidates all of your users’ files, documents, content, and attachments into a single system for easier management and collaboration. Files are more versatile and provide some cool features like Version Control, Collaborate on files, Sync File Offline, Sharing Setting, Follow files that are important to you,