Auto Add Opportunity Team Member to Opportunity Follower

Advertisements 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

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Add or Remove Followers to a Record with the Help of Salesforce Flow

Advertisements 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

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Welcome New Users by Default – Auto Follow them in Chatter!

Advertisements Big Idea or Enduring Question: A warm welcome goes a long way in solidifying a company’s culture! If so then, why not provide existing users an ability to auto-follow new users in chatter? Chatter is a great way to boost collaboration in your organization. You can Post Status, Links, Files,

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Auto Remove Followers From Closed Opportunity

Advertisements To understand how to solve a similar business use case using Process Builder. Check out this article Getting Started with Process Builder – Part 29 (Auto Remove Followers From Questions With Best Replies). Big Idea or Enduring Question: How do you automatically remove followers from closed opportunities? In Salesforce a user

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Getting Started with Salesforce Flow – Part 42 (Running a Flow in System Mode)

Advertisements 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

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