Salesforce Flow is a fantastic way to automate various business processes. It allows you to create a flow based on certain criteria that you set. Salesforce flow can do many things – Create a record, Update records, Post to Chatter, Send an email, etc. A few years back – in September 2015
Tag: flow
Auto Assign Package License to New Users
Big Idea or Enduring Question: How can you automatically assign a managed package license to new users? Objectives: After reading this blog post, the reader will be able to: Use Flow to automatically add a package license to new users Use get records element to avoid hard code of Id
Automatically Add Partner User to Public Group
Big Idea or Enduring Question: How do you automatically add partner users to a public group? This is a continuation of my last article Getting Started with Process Builder – Part 56 (Auto Create a Public Group for new Account). In my previous article, I had discussed a use case, whenever an
Auto Invite Customers to a Chatter Group
Big Idea or Enduring Question: How can you automatically invite customers to a Chatter Group? Objectives: This blog post will help us to understand the following Create a Flow to auto-invite customers to a chatter group. Use get element to avoid hard code of Id Understand how to use Flow
Map Lead Source to Account Source During Lead Conversion
Big Idea or Enduring Question: How can you map the lead source to the account source during the lead conversion? A lead in a marketing context, is a potential sales contact, an individual or organization that expresses an interest in your products or services. Leads are typically captured through the
Verify who Created or Last Modified a Flow
Big Idea or Enduring Question: How do you find who Created or Last Modified a Flow? Objectives: After reading this blog, you’ll be able to: Understand how to find who created or Last Modified a Flow? Understand Flow related metadata objects Business Use case Cathal Murtagh is working as a
Bye Bye Manual Work – Auto create Quip folder, Document and, Attach it to a Record!
Quip not only helps Sales teams to organize their work and integrate seamlessly with Salesforce. But, it also empowers the teams to be consistent, foster collaboration, and remain focused. Quip is not only a collaboration tool but, it also has the capability to create slides, excel, sheets and connect with live
Deploy Flow(s) or Process(es) Using the Visual Studio Code
Big Idea or Enduring Question: How do you deploy Flows or Processes using the Visual Studio Code? Objectives: After reading this blog post, the reader will be able to: Understand how to use the Visual Studio Code to deploy flows Understand how to use the Visual Studio Code to