Big Idea or Enduring Question: How can I use gamification in Salesforce to drive sales? What are the ways to automate gamification? Objectives: After reading this blog post, the reader will be able to: Create a flow that will automatically post a badge Learn how to use a Decision element
Tag: Formula in flow
Flow Formula to Standardize Opportunity Name
Big Idea or Enduring Question: How do you standardize the opportunity name to follow business defined naming convention? Objectives: After reading this blog, you’ll be able to: Understand when to use before-save flow Use the formula to concatenate fields in the flow Use assignment element to update the records and
[Introducing My New Book] Learning Salesforce Visual Workflow – Second Edition
I am pleased to announce the release of Learning Salesforce Visual Workflow and Process Builder – Second Edition. This is the second book I have published this year. I am grateful to all my supporters and critics for their constructive feedback. Thank you so very much! Salesforce Management System is an information
Add Record to Multiple Chatter Groups – Parsing Multi-Select Picklist fields (Flow)
In Spring’15 release Salesforce added a new feature on Chatter, that is Add records to Chatter Groups. In the last article Automatically add records to Chatter Group” I had discussed the way to automate this process. In this article, I am going to discuss how you can allow your users to