Big Idea or Enduring Question: How can I auto-select Automatically follow records that I create checkbox for new users? Objectives: After reading this blog, you’ll be able to: How you can follow a record on chatter Use Before-save Record-Triggered to update field(s) Create an automation to update fields on the user object
Tag: Lightning Flow Designer
Getting Started with Salesforce Flow – Part 6 (A Christmas Present – Schedule an Autolaunch Flow!)
Let us continue with my Salesforce Flow, ‘Getting Started’, series. We discussed how different types of Flows enable you to minimize code usage. Until the Winter’20 release, Scheduling Autolaunched Flows was out-of-scope. No more! As we all know, before the Winter’20 release, autolaunched Flows could only be launched using Process Builder or Apex. But, that was before! Let
Getting Started with Salesforce Flow – Part 5 (Dynamic Flow Screen – What is Not to Love?)
Let us continue with my Salesforce Flow, ‘Getting Started’, series. A few months ago, I published an article to help you better understand Flow screen elements by taking a real-time example. In that blog, we discussed how to create a static Flow screen – A Static Flow screen always displays
Getting Started with Process Builder – Part 95 (Need to Auto Add Opportunity Contact Role to an Opportunity? Read on!)
Opportunity Contact Role has two aspects to it: (1) it represents the role a Contact play on an Opportunity; and, (2) it is a junction object between Opportunity and Contact. As we all know, Opportunity and Contact share a many-to-many relationship. For example, a Contact can play a Decision maker role in one
Getting Started with Salesforce Flow – Part 4 (Need to Redirect a User to a New Record?)
Have you ever come across a situation in Flow where you wanted to redirect your users to a newly created record but did not know how to handle/configure/implement it? Yep, pretty frustrating memory – who could forget? Well, thanks for reading my blogs, you’re in luck! Using different use cases,
Getting Started with Salesforce Flow – Part 3 (Restricting Login Flows to Execute Only Once!)
A few years back I wrote an article Unconventional application of Two-factor Authentication!. It was a huge success – I received several emails from people requesting me to write another article to show something on restricting login flow to once, based on the condition; instead of, running the flow more than once. Before