Big Idea or Enduring Question: Want to automatically unfollow records when records meet specific criteria? As you know, users can Follow and Unfollow records by clicking on the Follow icon on the record’s Detail page. However, users can automate the Follow/Unfollow process – based on some criteria – either by
Tag: Con 201
Getting Started with Salesforce Flow – Part 63 (Allow Users to Mass Transfer Records They Own)
Big Idea or Enduring Question: How do you allow Sales reps an easy to transfer their opportunities to another user? In today’s world, Sales reps switch their job frequently. Transferring their existing or closed deals or leads to another user is time-consuming work. Salesforce provides various ways to change the Ownership of
Getting Started with Salesforce Flow – Part 32 (Preschedule Chatter Posts)
Big Idea or Enduring Question: How do you allow your users to preschedule Chatter posts? Chatter is a great way to boost collaboration in your organization. You can Post Status, Links, Files, and Comments on others’ posts, etc. Many time I found on Trailblazer community people is asking about
Getting Started with Salesforce Flow – Part 47 (Mass Transfer Chatter Files)
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
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
Getting Started with Process Builder – Part 80 (Auto Add Member to 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 users? Well, we can cajole Salesforce to do just that by leveraging Process Builder and Visual Workflow! An Account Team is a set of users that usually work together on an
Pre-requisites for Learning Apex – Logical Mind and Confidence!
In my last article Mastering Apex Variables – a Stepping Stone in your Apex Journey I discussed about Variables and Data Types. There were few assignments for you in that article, if you did not get a chance to complete it, do it right now. It will not take more than 30