Big Idea or Enduring Question: How do you standardize the opportunity name to follow business defined naming convention? Objectives: After reading this blog, you’ll be able to: Understand when to use before-save flow Use the formula to concatenate fields in the flow Use assignment element to update the records and
Tag: Before save flow
Automatically Assign Pricebook Based on Opportunity Record Type
Big Idea or Enduring Question: A Price Book is a book in which the prices of products are listed. Currently, business users have to select a price book as soon as an opportunity is created. In this article, let’s check out a way to auto-assign a Price book based on the
Dynamic Approval Routing in Salesforce
Big Idea or Enduring Question: How do you set up dynamic approval routing? In Salesforce, a user can use an Approval process to get approval from managers or higher authority. Approval processes route a record to one or more approvers, specifying the steps necessary for a record to be approved,
When to Use Before-Save vs After-Save Record-Triggered Flows
Big Idea or Enduring Question: When to use “Before-Save” vs “After-Save” Record-Triggered Flows? Objectives: After reading this blog post, you will be able to understand: When should you use Before-save record-triggered flow? When should you use After-save record-triggered flow? Business Use Case Sergio Armendariz is an App Developer at Gurukul on
Auto Select Automatically follow records that I create Checkbox
Big Idea or Enduring Question: How can I auto-select Automatically follow records that I create checkbox for new users? Objectives: After reading this blog, you’ll be able to: How you can follow a record on chatter Use Before-save Record-Triggered to update field(s) Create an automation to update fields on the user object
Want the Case Owner to be the Same as Asset Owner? Here is how you can!
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 8 (Auto Sync Accepted Quote with Opportunity). Big Idea or Enduring Question: Use multiple types of functionality to enhance the automation of your