Discover How to Auto Populate Delegated Approver Field on a New User Record!

How to Auto Populate Delegated Approver Field on a New User Record

Read More

Update Related Quotes to Denied Except for the One That Was Accepted

Big Idea or Enduring Question: How do I use automation to update an objects’ other related records? Objectives: After reading this blog, you’ll be able to:  Use Salesforce to automatically update quotes associated with an Opportunity Use the decision element to check the quote status  Define criteria so specific records

Read More

Adding a Time-dependent Action to Record-Triggered Flow

Big Idea or Enduring Question: How do you schedule a time-based action using Salesforce Flow? Objectives: After reading this blog, you’ll be able to:  Understand the basics of scheduling an action using Salesforce Flow Add a Scheduled Paths action in After-save Record-Triggered Flow Learn how to automate the flow which requires users

Read More

Define Additional Conditions When Updating Records

Big Idea or Enduring Question: How can I use automation to update open opportunities related to an account? Objectives: Use the decision element to check the account’s current status  Define criteria so specific records receive specific updates Use record-triggered flow to update other records related to an account Business Use

Read More

Auto Forward Records to a Connection Using Salesforce Flow

Big Idea or Enduring Question: Salesforce-to-Salesforce is a natively supported feature of the Salesforce Platform and easily enables two dealing partners to share relevant data records in real-time. It allows you to share records with your business partners that use Salesforce and get real-time updates on the shared data. For

Read More