Getting Started with Salesforce Flow – Part 63 (Allow Users to Mass Transfer Records They Own)

Big Idea or Enduring Question: How do you allow Sales reps an easy to transfer their opportunities to another user? In today’s world, Sales reps switch their job frequently. Transferring their existing or closed deals or leads to another user is time-consuming work. Salesforce provides various ways to change the Ownership of

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Getting Started with Salesforce Flow – Part 62 (Auto Assign or Remove Permission Set to Multiple Users)

Big Idea or Enduring Question: Permission Sets are helpful for providing a particular set of functionalities to a user in addition to the permissions provided by their Profile.  For example, you may want to allow only a few of your sales users to convert leads. In this case, rather than

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Getting Started with Salesforce Flow – Part 59 (Clone a Chatter Group with Members)

Big Idea or Enduring Question: How do you provide a way to clone Chatter group with members to your users?  Chatter Group is primarily geared towards boosting collaboration among users within an organization. Similar to a public group, a Chatter group comprises a set of users. Indeed, one can add

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Getting Started with Salesforce Flow – Part 37 (Auto Remove Followers From Closed Opportunity)

To understand how to solve a similar business use case using Process Builder. Check out this article Getting Started with Process Builder – Part 29 (Auto Remove Followers From Questions With Best Replies). Big Idea or Enduring Question: How do you automatically remove followers from closed opportunities? In Salesforce a user can

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