Big Idea or Enduring Question: How do you auto-create a chatter group using Salesforce Flow? Objectives: This blog post will help us to understand the following Understanding Quick actions How to use the quick action in Salesforce Flow Add a Time-dependent action in After-save Record-Triggered Flow Business Use case Warren Mason
Tag: Getting started with Salesforce Flow
Auto Delete System Generated Chatter Posts
Big Idea or Enduring Question: How do you delete system-generated Chatter posts? Objectives: After reading this blog post, the reader will be able to: Map lead custom field to account custom field Create a record-triggered flow to delete records and much more Business Use case Warren Mason is working as a
Automatically Assign Pricebook Based on Opportunity Record Type
Big Idea or Enduring Question: A Price Book is a book in which the prices of products are listed. Currently, business users have to select a price book as soon as an opportunity is created. In this article, let’s check out a way to auto-assign a Price book based on the
Auto Create and Activate a Contract
Big Idea or Enduring Question: How do you create and activate a contract using Salesforce Flow? Objectives: After reading this blog post, the reader will be able to: Use After-save Record-Triggered Flow to create a draft contract Use a Decision element to check field values Use the Update Records element to
Send a Welcome Email with Attachments to New Users Using Salesforce Flow
Big Idea or Enduring Question: How do you automatically send an Onboarding email to new users with Salesforce Flow? Objectives: This blog post will help us to understand the following How to use Salesforce Flow to send out an email alert with attachments to new users How to use the
Auto update Chatter Email Settings Using Salesforce Flow
Big Idea or Enduring Question: Chatter is a great way to boost collaboration in your organization. Users can post a status, links, files, and comments on other’s posts. We can also add users to chatter groups. Chatter can email you every time someone follows you, posts to your profile or