Big Idea or Enduring Question: How do you automatically add new users to a Public Group or Queue? Objectives: This blog post will help us to understand the following Create automation associated with creating a new user Automatically add a user to a specified Public Group or Queue with Flow
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Delete Complete Chatter Conversation Using Salesforce Flow
Big Idea or Enduring Question: How can users be allowed to delete Chatter conversation? This is a continuation of my previous article Delete Chatter Messages Using Salesforce Flow, In that I had discussed a way which allows your users to delete Chatter messages. This article goes a step ahead and
Auto Add Opportunity Team Member to Opportunity Follower
Big Idea or Enduring Question: How can you automatically add Opportunity Team Members to a follower on an Opportunity? Objectives: After reading this blog, you’ll be able to: Work with get records element to find the record Use decision element to check record values Use create records element to automatically
Query Records by List of Ids in Flow
Big Idea or Enduring Question: How can you automatically delete open tasks related to opportunity and quote(s) when an opportunity is marked as closed lost? Objectives: After reading this blog post, the reader will be able to: Understand @InvocableMethod and InvocableVariable Annotation Get sObject Type in Apex code Pass the
Define Additional Conditions When Updating Records
Big Idea or Enduring Question: How can I use automation to update open opportunities related to an account? Objectives: Use the decision element to check the account’s current status Define criteria so specific records receive specific updates Use record-triggered flow to update other records related to an account Business Use
Custom Email Notification for Completed Tasks
Big Idea or Enduring Question: How do you send custom email notifications for the completed tasks to the Assignor? Objectives: After reading this blog post, the reader will be able to: Create a record-triggered Flow to send custom email notifications for the completed tasks to the assignor Create an email
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
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,