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

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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

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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

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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

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