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,
Tag: Flow builder
Getting Started with Salesforce Flow – Part 38 (Reminder For Chatter Group Pending Membership Requests)
Big Idea or Enduring Question: How can you send an automatic email alert to Chatter Owners about pending membership requests? In Salesforce, a Chatter Group represents a group of users. It’s a great way to boost collaboration in your organization. You can add unlimited members to a Chatter Group, but
Getting Started with Salesforce Flow – Part 40 (Email-to-Lead with the Help of Salesforce Flow)
Big Idea or Enduring Question: How to utilize the Flow and set up email-to-lead in salesforce? Salesforce Flow is a powerful feature provided by Salesforce to minimize the code in your organization. By using it you can create, update, delete records everything just drags and drop. With the recent enhancements
Getting Started with Salesforce Flow – Part 35 (When to Use Before-Save vs After-Save Record-Triggered Flows)
Big Idea or Enduring Question: When to use “Before-Save” vs “After-Save” Record-Triggered Flows? Objectives: After reading this blog post, you will be able to understand: When should you use Before-save record-triggered flow? When should you use After-save record-triggered flow? Business Use Case Sergio Armendariz is an App Developer at Gurukul on
Getting Started with Salesforce Flow – Part 33 (Prior Value of a Record in Record-Triggered Flows)
To understand how to solve the same business use case using Process Builder. Check out this article Getting Started with Process Builder – Part 53 (Field history tracking for Multi-Select Picklist). Big Idea or Enduring Question: How do you track what has been changed on a Multi-Select picklist? Tracking field history is
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