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 43 (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,
Getting Started with Salesforce Flow – Part 41 (Create a Survey Using Flow? Why Not?!)
Big Idea or Enduring Question: How do you create a customer-facing survey in Salesforce using out-of-the-box features? The survey helps you to drive your business forward by using a survey tool to capture the voices and opinions of the people who matter most to you. Some of the common types of surveys are: Customer
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 55 (Post to Chatter Feed of Related Record)
To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 34 (Post Opportunity Details to a Chatter Group). Big Idea or Enduring Question: How can you automatically post a message to the Chatter feed of related records? Chatter
Getting Started with Process Builder – Part 37 (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: This blog post will help us to understand the following Launch a Flow from Process Builder Use Flow and Process Builder to automatically create an Opportunity Follower when adding an
Getting Started with Process Builder – Part 36 (Delete Complete Chatter Conversation)
Big Idea or Enduring Question: How can users be allowed to delete Chatter conversation? This is a continuation of my previous article Getting Started with Process Builder – Part 35 (Delete Chatter Messages), In that I had discussed a way which allows your users to delete Chatter messages. This article