Big Idea or Enduring Question: How do you allow Sales reps an easy to transfer their opportunities to another user? In today’s world, Sales reps switch their job frequently. Transferring their existing or closed deals or leads to another user is time-consuming work. Salesforce provides various ways to change the Ownership of
Tag: headless flow
Getting Started with Salesforce Flow – Part 37 (Auto Remove Followers From Closed Opportunity)
To understand how to solve a similar business use case using Process Builder. Check out this article Getting Started with Process Builder – Part 29 (Auto Remove Followers From Questions With Best Replies). Big Idea or Enduring Question: How do you automatically remove followers from closed opportunities? In Salesforce a user can
Getting Started with Salesforce Flow – Part 36 (Automatically Add a New Users to a Chatter Group)
To understand how to solve the same business use case using Process Builder. Check out this article Getting Started with Process Builder – Part 24 (Automatically Add User to a Chatter Group). Big Idea or Enduring Question: How do you automatically add users into a Chatter Group? Objectives: This blog post will
Getting Started with Process Builder – Part 36 (Delete Complete Chatter Conversation)
Big Idea or Enduring Question: How can users be allowed to delete Chatter conversation? This is a continuation of my previous article Getting Started with Process Builder – Part 35 (Delete Chatter Messages), In that I had discussed a way which allows your users to delete Chatter messages. This article
Getting Started with Process Builder – Part 35 (Delete Chatter Messages)
Big Idea or Enduring Question: How can users be allowed to delete individual Chatter messages? Objectives: After reading this article, the reader will be able to: Launch a flow from Process Builder Use automation to increase user permissions Create a custom object to store the Id of a Chatter message