Big Idea or Enduring Question: How do you @mentioned related users in a Post to Chatter Salesforce Flow action? Objectives: After reading this blog, you’ll be able to: Use the post to chatter action in the record-triggered flow Use Get element to avoid hard coding of Id Use the decision
Tag: Add action Process Builder
Email Notification on Topic Assignment
Big Idea or Enduring Question: How can you notify the topic owner of the Topic Assignment? Objectives: After reading this blog, you’ll be able to: Create a record-triggered Flow to send custom email notifications for the topic assignment Create an email template in Flow Use Flow to send a custom
An Introduction to Version Control for Salesforce Flow
Big Idea or Enduring Question: What happens when the business requirements for a Salesforce Flow change after it’s already activated and in use? Objectives: After reading this article, you’ll be able to: Modify an existing flow to reflect new requirements Clone an existing flow to create a new version Business
Bypass Salesforce Flow for a Specific User or Profile
Big Idea or Enduring Question: How can you bypass a Salesforce Flow for a specific user or profile? Until now, we have created many flows using Salesforce Flow. It is an easy and fun experience to create flows. These flows will execute as soon as they meet the criteria. There
Working with Polymorphic Relationship in Salesforce Flow
In Salesforce, relationship fields – such as Lookup, Master-Detail, or Hierarchical – allow a customer to connect one object with another object. Now imagine a use case where a customer wants to connect one object with multiple objects – i.e., relate a child object to multiple parents’ objects. In this blog,
Update the Case Status Through Email-to-Case Response
Big Idea or Enduring Question: How can you automatically update the case status when receives a response from customers via Email-to-Case? Objectives: This blog post will help us to understand the following Understand how email-to-case works Create a flow that fires on the customer’s response to an email-to-case Use decision
Auto Remove Managed Package License from a Deactivated User!
Salesforce Flow is a fantastic way to automate various business processes. It allows you to create a flow based on certain criteria that you set. Salesforce flow can do many things – Create a record, Update records, Post to Chatter, Send an email, etc. A few years back – in September 2015
Auto Assign Package License to New Users
Big Idea or Enduring Question: How can you automatically assign a managed package license to new users? Objectives: After reading this blog post, the reader will be able to: Use Flow to automatically add a package license to new users Use get records element to avoid hard code of Id