Big Idea or Enduring Question: How do you automatically send an Onboarding email to new users with Salesforce Flow? Objectives: This blog post will help us to understand the following How to use Salesforce Flow to send out an email alert with attachments to new users How to use the
Tag: ADM 201
Deploy Flow(s) or Process(es) Using the Visual Studio Code
Big Idea or Enduring Question: How do you deploy Flows or Processes using the Visual Studio Code? Objectives: After reading this blog post, the reader will be able to: Understand how to use the Visual Studio Code to deploy flows Understand how to use the Visual Studio Code to
Distribute Flow(s) or Process(es) Using Packages
Big Idea or Enduring Question: How do you deploy Flows or Processes using the Packages? Objectives: After reading this blog post, the reader will be able to: Understand how to use packages to deploy flows Understand how to use packages to deploy processes Deploy components to any org using packages Business Use Case
Deploy Flow(s) or Process(es) Using Change Sets
Big Idea or Enduring Question: How do you deploy Flows or Processes using the Change Sets? Objectives: After reading this blog post, the reader will be able to: Understand how to use change sets to deploy flows Understand how to use change sets to deploy processes Deploy change sets from sandbox to production
Auto Unfollow Records Based on Criteria
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
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
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
Clone a Public Group or Queue with Members
Clone a Public Group or Queue with Members in Salesforce using Salesforce Flow