Getting Started with Salesforce Flow – Part 26 (Automatically Add a Record to Chatter Group)

Big Idea or Enduring Question: How do you automatically remove records from the Chatter Groups? 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, Case,

Read More

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

Read More

Getting Started with Process Builder – Part 2 (Adding a Time-dependent Action)

Big Idea or Enduring Question: How do you schedule a time-based action using Process Builder? Objectives: After reading this blog, you’ll be able to:  Understand the basic of scheduling an action using Process Builder  Learn how to automate the process which requires users to perform certain activity after x Hours or

Read More