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
Tag: adm 201 salesforce
Clone a Public Group or Queue with Members
Clone a Public Group or Queue with Members in Salesforce using Salesforce Flow
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
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
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
Mass Transfer Chatter Files
Big Idea or Enduring Question: How do you allow Sales reps an easy to transfer their files to another user? The file allows you to Upload, Share, Follow files in Salesforce. The file helps the organization to discuss changes to the file in real-time, from whatever device they are using. It also
Automatically Add a New Users to a Chatter Group
Big Idea or Enduring Question: How do you automatically add users into a Chatter Group? Objectives: This blog post will help us to understand the following Use After-save Record-Triggered Flow add users to a chatter group Add a Time-dependent action in After-save Record-Triggered Flow What is a MIXED DML error and
Click and Join a Chatter Group
Big Idea or Enduring Question: How do you create an automation that sends an email to users with a link to join Chatter Group? Chatter is a powerful Collaboration tool for your organization, for both internal users and partners. In the past, I have written a few articles which show how you