Advertisements Big Idea or Enduring Question: How do you automatically send an Onboarding email to new users with Salesforce Flow? Objectives: This blog post will help us to understand the following How to use Salesforce Flow to send out an email alert with attachments to new users How to use
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Dynamic Approval Routing in Salesforce
Advertisements 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
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
Auto-generate Renewal Opportunity With Line Items
Advertisements Big Idea or Enduring Question: How do you automatically create a new Opportunity by cloning an existing opportunity with Opportunity Line Items? Opportunities are the sales and pending deals that you want to track. By adding opportunities, we are building a pipeline, which contributes to sales forecasts. Products are
Getting Started with Process Builder – Part 29 (Auto Remove Followers From Questions With Best Replies)
Advertisements To understand how to solve a similar business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 37 (Auto Remove Followers From Closed Opportunity). Big Idea or Enduring Question: How do you automatically remove followers from Questions with the best replies? Chatter Answers is