Getting Started with Salesforce Flow – Part 48 (Add a Topic to Multiple Records)

Big Idea or Enduring Question: How can you allow your users to add a topic to multiple records? How do you pass record IDs from a list view to Salesforce Flow?  Topics for Objects, allow us to organize the records by using topics same as Chatter. Topics help to organize

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Getting Started with Salesforce Flow – Part 46 (Is Your Chatter Group Data Clean? No? Use Flow to Do So!)

Big Idea or Enduring Question: How do you provide a way for deleting the Chatter group feed to the key users?  Chatter Group is primarily geared towards boosting collaboration among users within an organization. Similar to a public group, a Chatter group comprises a set of users. Indeed, one can

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Getting Started with Salesforce Flow – Part 45 (Click and Join a Chatter Group)

Big Idea or Enduring Question: How do you create an automation that sends an email to users with a link to join Chatter Group?  Chatter is a powerful Collaboration tool for your organization, for both internal users and partners. In the past, I have written a few articles which show how you

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Getting Started with Process Builder – Part 38 (Automatically Create Cases from Unresolved Questions)

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 questions to cases from the question detail page. You can automate this escalation process using Process Builder or Lightning Flow, For example:  Create

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Getting Started with Process Builder – Part 24 (Automatically Add User to a Chatter Group)

To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 36 (Automatically Add New Users to a Chatter Group). Big Idea or Enduring Question: How do you automatically add users into a Chatter Group?  Objectives: This blog post

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