Advertisements Big Idea or Enduring Question: How can you automatically create a public group for a new account? If you have a large Community implemented and a very active instance of Salesforce, you are probably leveraging Public Groups extensively. The public group represents a group of users. We can add any number of
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Auto Assign a Topic to a Record
Advertisements 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
@Mention a Related User In a Post to Chatter Action
Advertisements 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
Email Notification for Draft Emails in Case Feed
Notify Email Message owner for Draft Emails in Case Feed
Email Notification on Topic Assignment
Advertisements 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
Discover How to Auto Populate Delegated Approver Field on a New User Record!
How to Auto Populate Delegated Approver Field on a New User Record
Automatically Create Cases from Unresolved Chatter Questions
Advertisements 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
An Introduction to Version Control for Salesforce Flow
Advertisements 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