Getting Started with Salesforce Flow – Part 50 (Welcome New Users by Default – Auto Follow them in Chatter!)

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, and

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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 32 (Preschedule Chatter Posts)

Big Idea or Enduring Question: How do you allow your users to preschedule Chatter posts?   Chatter is a great way to boost collaboration in your organization. You can Post Status, Links, Files, and Comments on others’ posts, etc. Many time I found on Trailblazer community people is asking about

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Getting Started with Salesforce Flow – Part 37 (Auto Remove Followers From Closed Opportunity)

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 can

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Getting Started with Process Builder – Part 30 (Auto-generate Renewal Opportunity With Line Items)

Big Idea or Enduring Question: How do you automatically create a new opportunity by cloning an existing opportunity with 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 a catalog

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