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
Tag: Decision element
Getting Started with Salesforce Flow – Part 60 (Allow Anyone to Add or Remove User into Public Group or Queue)
Big Idea or Enduring Question: How can we use Salesforce Flow to allow anyone to Add or Remove Users from Public Groups or Queues? In Salesforce, Queues and Public Groups represent a group of users. Only administrators and delegated administrators can create and edit public groups. At the same time,
Getting Started with Salesforce Flow – Part 56 (Merge Chatter Topics with the Help of Salesforce Flow)
Big Idea or Enduring Question: How can users be allowed to Merge Chatter Topics? Topics for Objects allow us to organize the records using Chatter’s topic. Topics help to organize records in a better way and make the search easier for you. For example, if you post that you’re working on a
Getting Started with Salesforce Flow – Part 55 (Add or Remove Followers to a Record with the Help of Salesforce Flow)
Big Idea or Enduring Question: How can we develop declarative functionality to add or remove followers from a record? In Salesforce, a user can follow Chatter groups or Records. Salesforce provides out-of-the-box functionality so that Chatter group managers can also add/remove people from the group. To manage a record’s followers/subscribers,
Getting Started with Salesforce Flow – Part 54 (Auto-follow a Chatter Question After Reply)
Big Idea or Enduring Question: How do you ensure a user is notified about additional replies to a Chatter Question she answered? With Chatter Questions, users can ask questions in their Chatter feed, in groups, and in records. Select Question from the Chatter publisher’s action menu, or click the Question
Getting Started with Salesforce Flow – Part 48 (Add a Topic to Multiple Records)
Big Idea or Enduring Question: How can you allow your users to add a topic to multiple records? How do you pass record IDs from a list view to Salesforce Flow? Topics for Objects, allow us to organize the records by using topics same as Chatter. Topics help to organize
Getting Started with Salesforce Flow – Part 38 (Reminder For Chatter Group Pending Membership Requests)
Big Idea or Enduring Question: How can you send an automatic email alert to Chatter Group Owners about pending membership requests? In Salesforce, a Chatter Group represents a group of users. It’s a great way to boost collaboration in your organization. You can add unlimited members to a Chatter Group,