Big Idea or Enduring Question: How do you automatically create a record using Salesforce Flow? Objectives: After reading this blog, you’ll be able to: Understand the basic components of Salesforce Flow Learn how to auto-create a record using Salesforce Flow Business Use case Corey Eridon is working as a System
Tag: Lightning Developer Week
Update Related Quotes to Denied Except for the One That Was Accepted
Big Idea or Enduring Question: How do I use automation to update an objects’ other related records? Objectives: After reading this blog, you’ll be able to: Use Salesforce to automatically update quotes associated with an Opportunity Use the decision element to check the quote status Define criteria so specific records
Adding a Time-dependent Action to Record-Triggered Flow
Big Idea or Enduring Question: How do you schedule a time-based action using Salesforce Flow? Objectives: After reading this blog, you’ll be able to: Understand the basics of scheduling an action using Salesforce Flow Add a Scheduled Paths action in After-save Record-Triggered Flow Learn how to automate the flow which requires users
Automatically Clone a Record if it Meets Certain Criteria
How to use Salesforce Flow to automate business scenarios that involve cloning an existing record.
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
Auto Forward Records to a Connection Using Salesforce Flow
Big Idea or Enduring Question: Salesforce-to-Salesforce is a natively supported feature of the Salesforce Platform and easily enables two dealing partners to share relevant data records in real-time. It allows you to share records with your business partners that use Salesforce and get real-time updates on the shared data. For