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,
Tag: flow
Getting Started with Salesforce Flow – Part 42 (Running a Flow in System Mode)
Big Idea or Enduring Question: How do you run a Lightning Flow in system mode? Objectives: This blog post will help us to understand the following Difference between user mode vs system mode? How to create a flow that runs in the system mode Business Use case Vigne Kozacek is
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
Want to Learn How to Display a Notice at Login? Read on!
Many times we want to display Notices, Messages, or Information to our users after they successfully logged In to Salesforce. For example, similar to Salesforce downtime or maintenance notifications. Displaying information after login will help the organization to keep its users informed about upcoming events or changes. Objectives: After reading this blog, you’ll
Docomotion – Reap the Benefits of Automated Document Generation
Note.:- Today, I am going to review Docomotion – Interactive Salesforce Document Generation. Let’s start with an example, a quote can now be sent digitally to customers, and they can sign with an e-signature. The basic idea behind automation is to handle day-to-day processes and operations more efficiently, more accurately and
Need to Redirect a User to a New Record?
Have you ever come across a situation in Flow where you wanted to redirect your users to a newly created record but did not know how to handle/configure/implement it? Yep, pretty frustrating memory – who could forget? Well, thanks for reading my blogs, you’re in luck! Using different use cases,
Understand, Create & Use Variables in Salesforce Flow!
Enjoy enhanced flow-building experience starting with Spring’19 release. Salesforce is at it again! – replacing Cloud Flow Designer (Canvas to design and build the flows) with a faster and robust tool – Flow Builder. It streamlines the process of – (1) flow building; and (2) maintenance – with a simplified user interface. In light of the above,
What? Use Lookup Field into a Flow Screen Element?!!
Salesforce Flow allows us to automate business processes by building applications, known as Flows. Using Flows, a user can collect information; or, they can update, edit, or create records in Salesforce. Furthermore, Flows can execute logic, interact with the Salesforce database, call Apex classes, Platform Events, and guide users through various screens to streamline the process of