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,

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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 Group 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,

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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

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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

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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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