How to auto add Chatter Followers to Record
Tag: Flow Example
Automatically Add New User to Public Group or Queue
Advertisements Big Idea or Enduring Question: How do you automatically add new users to a Public Group or Queue? Objectives: This blog post will help us to understand the following Create automation associated with creating a new user Automatically add a user to a specified Public Group or Queue with
Discover How to Auto Populate Delegated Approver Field on a New User Record!
How to Auto Populate Delegated Approver Field on a New User Record
Customize Previous, Next, Finish, and Pause Button Label for Screen Flow!
Advertisements Big Idea or Enduring Question: What if you could customize the Previous, Next, Finish, and Pause button label for Screen Flow? Ya, why endure mundane when we can jazz things up!! Let us do it! A Screen Element allows you to take users’ input and process it – yes, one
Hurray! Parsing a Multi-Select Picklist is Trouble No More! Phew!
Advertisements Big Idea or Enduring Question: Provide a wizard that allows your Inside Sales Team, Telemarketers to add Lead to multiple Campaigns. 6 years ago I wrote an article (Add Record to Multiple Chatter Groups – Parsing Multi-Select Picklist fields) to parse Multi-Select Picklist or Checkbox Group in Salesforce Flow.
Dynamic Approval Routing in Salesforce
Advertisements 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
Automatically Add a Record to Chatter Group
Advertisements 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,
Mass Transfer Chatter Files
Advertisements Big Idea or Enduring Question: How do you allow Sales reps an easy to transfer their files to another user? The file allows you to Upload, Share, Follow files in Salesforce. The file helps the organization to discuss changes to the file in real-time, from whatever device they are using. It