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
Tag: Advance flow
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
Reminder Email to Upload Chatter Profile Photo
Big Idea or Enduring Question: How do you automatically send reminder emails to your users to upload a profile photo on Chatter? Chatter is a powerful Collaboration tool for your organization, for both internal users and partners. Each user has a visible profile page containing his Chatter wall as well as
Post Opportunity Details to a Chatter Group
Big Idea or Enduring Question: How do you post a message to the chatter group via Salesforce Flow? Chatter Group represents a group of users who can share and collaborate on mission-related files and information. It’s a great way to boost collaboration in the organization. Chatter Groups can have unlimited members,
Automatically Assign Permission Sets to New User
How can you use Flow to automatically assign permission sets to new users?
Getting Started with Salesforce Flow – Part 42 (Running a Flow in System Mode)
Big Idea or Enduring Question: How do you run a Lightning Flow in system mode? Objectives: This blog post will help us to understand the following Difference between user mode vs system mode? How to create a flow that runs in the system mode Business Use case Vigne Kozacek is
Auto Submit Record into Approval Process with Flow
Big Idea or Enduring Question: How do you automatically submit a record for approval using Salesforce Flow? Objectives: After reading this article, you’ll be able to: Use After-save Record-Triggered Flow to automatically submit the record into the approval How to create an Approval process Business Use case Warren Mason is working as