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 57 (Adding Validation to Flow Screen Components)

Big Idea or Enduring Question: How do you validate user input for Screen Flow Components?  Input Validation in Salesforce Flow allows a system administrator to define custom logic and error messages to ensure data integrity. A Validation can contain a formula or expression that evaluates the data in one or more fields and

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Using Topics to Organize Records in Lightning Experience

Topics for objects offers a powerful way to crowdsource your company’s key themes and issues. Users can add topics to records to organize them by common themes. When users search for topics, records that they have access to that are tagged with the topic appear in results. Topics helps to

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Getting Started with Salesforce Flow – Part 48 (Add a Topic to Multiple Records)

Big Idea or Enduring Question: How can you allow your users to add a topic to multiple records? How do you pass record IDs from a list view to Salesforce Flow?  Topics for Objects, allow us to organize the records by using topics same as Chatter. Topics help to organize

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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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