Getting Started with Salesforce Flow – Part 37 (Auto Remove Followers From Closed Opportunity)

To understand how to solve a similar business use case using Process Builder. Check out this article Getting Started with Process Builder – Part 29 (Auto Remove Followers From Questions With Best Replies). Big Idea or Enduring Question: How do you automatically remove followers from closed opportunities? In Salesforce a user can

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Getting Started with Salesforce Flow – Part 47 (Mass Transfer Chatter Files)

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 also

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Getting Started with Salesforce Flow – Part 36 (Automatically Add a New Users to a Chatter Group)

To understand how to solve the same business use case using Process Builder. Check out this article Getting Started with Process Builder – Part 24 (Automatically Add User to a Chatter Group). Big Idea or Enduring Question: How do you automatically add users into a Chatter Group?  Objectives: This blog post will

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Getting Started with Salesforce Flow – Part 45 (Click and Join a Chatter Group)

Big Idea or Enduring Question: How do you create an automation that sends an email to users with a link to join Chatter Group?  Chatter is a powerful Collaboration tool for your organization, for both internal users and partners. In the past, I have written a few articles which show how you

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Getting Started with Salesforce Flow – Part 30 (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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Getting Started with Salesforce Flow – Part 34 (Post Opportunity Details to a Chatter Group)

To understand how to solve the same business use case using Process Builder. Check out this article Getting Started with Process Builder – Part 55 (Post to Chatter Feed of Related Record). Big Idea or Enduring Question: How do you post a message to the chatter group via Salesforce Flow?  Chatter Group represents

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Getting Started with Salesforce Flow – Part 31 (Auto Submit Record into Approval Process with Flow)

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 25 (Auto Submit Record into Approval Process). Big Idea or Enduring Question: How do you automatically submit a record for approval using Salesforce Flow? Objectives: After reading

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