Big Idea or Enduring Question: How do you automatically add a record to the Chatter Group? Salesforce allows you to add a record to Chatter Groups, which means you can now collaborate and discuss the records as a team in the group. You can only add Account, Contact, Contract, Campaign,
Tag: Flow builder
Automatically Add a New Users to a Chatter Group
Big Idea or Enduring Question: How do you automatically add users into a Chatter Group? Objectives: This blog post will help us to understand the following Use After-save Record-Triggered Flow add users to a chatter group Add a Time-dependent action in After-save Record-Triggered Flow What is a MIXED DML error and
Reminder Email to Upload Chatter Profile Photo
Big Idea or Enduring Question: How do you automatically send reminder emails to your users to upload a profile photo on Chatter? Chatter is a powerful Collaboration tool for your organization, for both internal users and partners. Each user has a visible profile page containing his Chatter wall as well as
Email Notification on Password Expiration
How to Setup Salesforce Password Expiration Notification Email Solution.
Post Opportunity Details to a Chatter Group
Big Idea or Enduring Question: How do you post a message to the chatter group via Salesforce Flow? Chatter Group represents a group of users who can share and collaborate on mission-related files and information. It’s a great way to boost collaboration in the organization. Chatter Groups can have unlimited members,
Want the Case Owner to be the Same as Asset Owner? Here is how you can!
To understand how to solve the same business use case using Process Builder and Salesforce Flow. Check out this article Getting Started with Process Builder – Part 8 (Auto Sync Accepted Quote with Opportunity). Big Idea or Enduring Question: Use multiple types of functionality to enhance the automation of your
Auto Sync Accepted Quote with Opportunity
Big Idea or Enduring Question: How do you automatically sync Accepted quotes with their respective Opportunity? In this article Auto Sync Accepted Quote with Opportunity, I had discussed a way to use Salesforce Flow and Process Builder to automatically sync Accepted quotes with their respective Opportunity, whenever a Quote is accepted by the
Auto Submit Record into Approval Process with Flow
Big Idea or Enduring Question: How do you automatically submit a record for approval using Salesforce Flow? Objectives: After reading this article, you’ll be able to: Use After-save Record-Triggered Flow to automatically submit the record into the approval How to create an Approval process Business Use case Warren Mason is working as