Big Idea or Enduring Question: As your community grows, organizations have to ensure that customers get quick answers to their questions. Question-to-Case allows moderators to escalate unresolved Chatter questions to cases from the Chatter page. You can automate this escalation process using Salesforce Flow, For example: Create a case from
Tag: Lightning Flow example
Customize Previous, Next, Finish, and Pause Button Label for Screen Flow!
Big Idea or Enduring Question: What if you could customize the Previous, Next, Finish, and Pause button label for Screen Flow? Ya, why endure mundane when we can jazz things up!! Let us do it! A Screen Element allows you to take users’ input and process it – yes, one can
Merge Chatter Topics with the Help of Salesforce Flow
Big Idea or Enduring Question: How can users be allowed to Merge Chatter Topics? Topics for Objects allow us to organize the records using Chatter’s topic. Topics help to organize records in a better way and make the search easier for you. For example, if you post that you’re working on a
Add or Remove Followers to a Record with the Help of Salesforce Flow
Big Idea or Enduring Question: How can we develop declarative functionality to add or remove followers from a record? In Salesforce, a user can follow Chatter groups or Records. Salesforce provides out-of-the-box functionality so that Chatter group managers can also add/remove people from the group. To manage a record’s followers/subscribers,
Add a Flow to a Lightning Page
Big Idea or Enduring Question: How do you add a Flow to the Lightning Record Page? Flow can be run through custom action, Custom button, the flow URL, a Lightning page, a Visualforce page, etc. In this article Add Record to Multiple Chatter Groups – Parsing Multi-Select Picklist fields (Flow) I
Welcome New Users by Default – Auto Follow them in Chatter!
Big Idea or Enduring Question: A warm welcome goes a long way in solidifying a company’s culture! If so then, why not provide existing users an ability to auto-follow new users in chatter? Chatter is a great way to boost collaboration in your organization. You can Post Status, Links, Files, and
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,