Big Idea or Enduring Question: How do you provide a way to clone Chatter group with members to your users? Chatter Group is primarily geared towards boosting collaboration among users within an organization. Similar to a public group, a Chatter group comprises a set of users. Indeed, one can add
Tag: flow
Merge Chatter Topics with the Help of Salesforce Flow
Big Idea or Enduring Question: How can users be allowed to Merge Chatter Topics? Topics for Objects allow us to organize the records using Chatter’s topic. Topics help to organize records in a better way and make the search easier for you. For example, if you post that you’re working on a
Adding Validation to Flow Screen Components
Big Idea or Enduring Question: How do you validate user input for Screen Flow Components? Input Validation in Salesforce Flow allows a system administrator to define custom logic and error messages to ensure data integrity. A Validation can contain a formula or expression that evaluates the data in one or more fields and
Add or Remove Followers to a Record with the Help of Salesforce Flow
Big Idea or Enduring Question: How can we develop declarative functionality to add or remove followers from a record? In Salesforce, a user can follow Chatter groups or Records. Salesforce provides out-of-the-box functionality so that Chatter group managers can also add/remove people from the group. To manage a record’s followers/subscribers,
Auto-follow a Chatter Question After Reply
Big Idea or Enduring Question: How do you ensure a user is notified about additional replies to a Chatter Question she answered? With Chatter Questions, users can ask questions in their Chatter feed, in groups, and in records. Select Question from the Chatter publisher’s action menu, or click the Question
Clone a User with their associated Public Group, Queue Membership and Permission Sets
Big Idea or Enduring Question: Want to quickly create a new user by cloning an existing user with Public Group, Queue, and Permission Set? To Clone a record means to replicate it. Salesforce provides an out-of-the-box feature to clone object records – thereby, saving time and enhancing productivity. Generally, if someone wants to clone an Account with an Opportunity they would opt for an Apex
Add a Flow to a Lightning Page
Big Idea or Enduring Question: How do you add a Flow to the Lightning Record Page? Flow can be run through custom action, Custom button, the flow URL, a Lightning page, a Visualforce page, etc. In this article Add Record to Multiple Chatter Groups – Parsing Multi-Select Picklist fields (Flow) I
Welcome New Users by Default – Auto Follow them in Chatter!
Big Idea or Enduring Question: A warm welcome goes a long way in solidifying a company’s culture! If so then, why not provide existing users an ability to auto-follow new users in chatter? Chatter is a great way to boost collaboration in your organization. You can Post Status, Links, Files, and