Auto Assign a Topic to a Record

Big Idea or Enduring Question: How can you automatically add topic(s) to a record? Objectives: After reading this blog, you’ll be able to:  Use record-triggered flow to automatically add topics to a record  Use the get element to find the topic id instead of hard coding of Id Use create

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@Mention a Related User In a Post to Chatter Action

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

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Automatically Create Cases from Unresolved Chatter Questions

Big Idea or Enduring Question: As your community grows, organizations have to ensure that customers get quick answers to their questions. Question-to-Case allows moderators to escalate unresolved Chatter questions to cases from the Chatter page. You can automate this escalation process using Salesforce Flow, For example:  Create a case from

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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

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Define Additional Conditions When Updating Records

Big Idea or Enduring Question: How can I use automation to update open opportunities related to an account? Objectives: Use the decision element to check the account’s current status  Define criteria so specific records receive specific updates Use record-triggered flow to update other records related to an account Business Use

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