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
Tag: After-save flow After save flow
Getting Started with Salesforce Flow – Part 40 (Email-to-Lead with the Help of Salesforce Flow)
Big Idea or Enduring Question: How to utilize the Flow and set up email-to-lead in salesforce? Salesforce Flow is a powerful feature provided by Salesforce to minimize the code in your organization. By using it you can create, update, delete records everything just drags and drop. With the recent enhancements
Getting Started with Salesforce Flow – Part 39 (Out of Office Notification For Chatter Post)
Big Idea or Enduring Question: How to set up an out-of-office message for a chatter post? Out of Office messages are automatic email replies that go out to colleagues, customers, and clients when you are away from work. You can do these settings in your email account, but there are
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
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
Getting Started with Salesforce Flow – Part 31 (Auto Submit Record into Approval Process with Flow)
To understand how to solve the same business use case using Process Builder and Salesforce Flow. Check out this article Getting Started with Process Builder – Part 25 (Auto Submit Record into Approval Process). Big Idea or Enduring Question: How do you automatically submit a record for approval using Salesforce Flow? Objectives: After reading