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: How to activate Salesforce Flow
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