How to auto add Chatter Followers to Record
Tag: Launch a Flow
Automatically Add New User to Public Group or Queue
Big Idea or Enduring Question: How do you automatically add new users to a Public Group or Queue? Objectives: This blog post will help us to understand the following Create automation associated with creating a new user Automatically add a user to a specified Public Group or Queue with Flow
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
Dynamic Approval Routing in Salesforce
Big Idea or Enduring Question: How do you set up dynamic approval routing? In Salesforce, a user can use an Approval process to get approval from managers or higher authority. Approval processes route a record to one or more approvers, specifying the steps necessary for a record to be approved,
Automatically Add a Record to Chatter Group
Big Idea or Enduring Question: How do you automatically add a record to the Chatter Group? Salesforce allows you to add a record to Chatter Groups, which means you can now collaborate and discuss the records as a team in the group. You can only add Account, Contact, Contract, Campaign,
Getting Started with Salesforce Flow – Part 42 (Running a Flow in System Mode)
Big Idea or Enduring Question: How do you run a Lightning Flow in system mode? Objectives: This blog post will help us to understand the following Difference between user mode vs system mode? How to create a flow that runs in the system mode Business Use case Vigne Kozacek is
Auto-generate Renewal Opportunity With Line Items
Big Idea or Enduring Question: How do you automatically create a new Opportunity by cloning an existing opportunity with Opportunity Line Items? Opportunities are the sales and pending deals that you want to track. By adding opportunities, we are building a pipeline, which contributes to sales forecasts. Products are a