Getting Started with Salesforce Flow – Part 38 (Reminder For Chatter Group Pending Membership Requests)

Big Idea or Enduring Question: How can you send an automatic email alert to Chatter Group Owners about pending membership requests? In Salesforce, a Chatter Group represents a group of users. It’s a great way to boost collaboration in your organization. You can add unlimited members to a Chatter Group,

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Getting Started with Salesforce Flow – Part 32 (Preschedule Chatter Posts)

Big Idea or Enduring Question: How do you allow your users to preschedule Chatter posts?   Chatter is a great way to boost collaboration in your organization. You can Post Status, Links, Files, and Comments on others’ posts, etc. Many time I found on Trailblazer community people is asking about

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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 26 (Automatically Add a Record to Chatter Group)

Big Idea or Enduring Question: How do you automatically remove records from the Chatter Groups? Salesforce allows you to add a record to Chatter Groups, which means you can now collaborate and discuss the records as a team in the group. You can only add Account, Contact, Contract, Campaign, Case,

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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 45 (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

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