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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Getting Started with Salesforce Flow – Part 47 (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

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Getting Started with Salesforce Flow – Part 36 (Automatically Add a New Users to a Chatter Group)

To understand how to solve the same business use case using Process Builder. Check out this article Getting Started with Process Builder – Part 24 (Automatically Add User to a Chatter Group). Big Idea or Enduring Question: How do you automatically add users into a Chatter Group?  Objectives: This blog post will

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Getting Started with Salesforce Flow – Part 44 (Auto Convert Marketing Qualified Leads)

Big Idea or Enduring Question: How do you set automation to auto-convert marketing qualified leads?  When there is a chance of further negotiations with a lead, it can be converted into an account, contact, optionally an opportunity. In short, once the lead status has reached a certain stage, it can

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