Automatically Add a Record to Chatter Group

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,

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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

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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

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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,

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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

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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

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