Recipes for Automating Chatter Group Management

Big Idea or Enduring Question: How to use record-triggered flow to automate common chatter group management works to improve productivity?  Objectives: Chatter Group is one of the great ways to boost collaboration in your organization. A Chatter group represents a group of users – one can add unlimited members to

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Restrict Users on Switching from Lightning Experience to Classic

Lightning Experience is a new, fast, modern user interface experience from Salesforce. Lightning Experience comprises numerous new features and completely redesigned pages. Salesforce allows customers to switch back and forth from Lightning to Classic or vice-versa using Switcher, as shown in the following screenshot. Learn more about enabling Lightning Experience for

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Set Your Productivity on Steroids by Creating Subflows

Salesforce Flow is one of the most used declarative tools to automate business processes in Salesforce. Most of us usually create a new flow for each requirement. That not only is not a best practice, but, in the long run, it is a highly unproductive and unsustainable approach to managing

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Automatically Add New User to Public Group or Queue

Big Idea or Enduring Question: How do you automatically add new users to a Public Group or Queue? Objectives: This blog post will help us to understand the following Create automation associated with creating a new user Automatically add a user to a specified Public Group or Queue with Flow

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Delete Complete Chatter Conversation Using Salesforce Flow

Big Idea or Enduring Question: How can users be allowed to delete Chatter conversation? This is a continuation of my previous article Delete Chatter Messages Using Salesforce Flow, In that I had discussed a way which allows your users to delete Chatter messages. This article goes a step ahead and

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Delete Chatter Messages Using Salesforce Flow

Big Idea or Enduring Question: How can users be allowed to delete individual Chatter messages? Objectives: After reading this article, the reader will be able to: Use automation to increase user permissions Create a custom object to store the Id of a Chatter message Use Record-Triggered Flow to delete the

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Auto Add Opportunity Team Member to Opportunity Follower

Big Idea or Enduring Question: How can you automatically add Opportunity Team Members to a follower on an Opportunity? Objectives: After reading this blog, you’ll be able to:  Work with get records element to find the record Use decision element to check record values Use create records element to automatically

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