Big Idea or Enduring Question: Want to automatically unfollow records when records meet specific criteria? As you know, users can Follow and Unfollow records by clicking on the Follow icon on the record’s Detail page. However, users can automate the Follow/Unfollow process – based on some criteria – either by
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Getting Started with Salesforce Flow – Part 65 (Auto Follow Records Based on Criteria)
Big Idea or Enduring Question: How your users can automatically follow records when the records meet specific criteria? Within Salesforce, users can Follow and Unfollow records by clicking on the Follow icon on the record’s Detail page. If you want to automate the Follow/Unfollow process based on some criteria, then
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
Getting Started with Salesforce Flow – Part 61 (Clone a Public Group or Queue with Members)
Clone a Public Group or Queue with Members in Salesforce using Salesforce Flow
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
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
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