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,
Auto-follow a Chatter Question After Reply
Big Idea or Enduring Question: How do you ensure a user is notified about additional replies to a Chatter Question she answered? With Chatter Questions, users can ask questions in their Chatter feed, in groups, and in records. Select Question from the Chatter publisher’s action menu, or click the Question
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,