Lightning Experience is a new, fast, modern user interface experience from Salesforce. Lightning Experience comprises numerous new features and completely redesigned pages. Salesforce allows customers to switch back and forth from Lightning to Classic or vice-versa using Switcher, as shown in the following screenshot. Learn more about enabling Lightning Experience for
Tag: Automation Champion
Set Your Productivity on Steroids by Creating Subflows
Salesforce Flow is one of the most used declarative tools to automate business processes in Salesforce. Most of us usually create a new flow for each requirement. That not only is not a best practice, but, in the long run, it is a highly unproductive and unsustainable approach to managing
Auto Create a Case From Keyword Used in Chatter
Big Idea or Enduring Question: How can you automatically create a case from a Chatter post if it includes a specific keyword? Objectives: After reading this blog, you’ll be able to: Understand what is custom metadata types and when should one use it Work with custom metadata types in salesforce
Auto Add Member to New User’s Default Account Team
Big Idea or Enduring Question: How can you automatically add a specific user to the new user’s default account team? How nice it would be if Salesforce auto adds a user (specified user) to Default Account Team for each new user? Well, we can cajole Salesforce to do just that
Auto Remove a Record From Chatter Groups
Big Idea or Enduring Question: How do you automatically remove a record 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, Lead,
Auto Create a Public Group For New Account
Big Idea or Enduring Question: How can you automatically create a public group for a new account? If you have a large Community implemented and a very active instance of Salesforce, you are probably leveraging Public Groups extensively. The public group represents a group of users. We can add any number of users
How to Fix MALFORMED_ID Error
I want to thank, each reader, and follower of automationchampion.com, for their support and feedback(s). Some of you requested me to write a blog post to explain (1) MALFORMED_ID Error; and, (2) how to solve it. I have and will continue to, try my best to incorporate suggested topics, from readers and
How to Fix FIELD_INTEGRITY_EXCEPTION Error
Big Idea or Enduring Question: How do you resolve the FIELD_INTEGRITY_EXCEPTION error? The Record-Triggered Flow is a way of automating business processes. Record-Triggered Flow is a powerful tool for system administrators and developers to implement business processes without writing code. However, with great power comes great responsibility – If a user starts creating a new