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,
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,
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
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
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
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
Big Idea or Enduring Question: Now (After Spring’21 Release), you can send rich-text Emails from Salesforce Flow using – Send Email core action! You read that right; so, continue to read on! Salesforce now allows you to use Workflow Email Alerts (supports different Email templates) in the Salesforce Flow to send HTML Emails. There is one catch, however!