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,
Tag: Before save flow
Getting Started with Salesforce Flow – Part 35 (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
Getting Started with Salesforce Flow – Part 29 (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
Getting Started with Salesforce Flow – Part 23 (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