Auto Add Opportunity Team Member to Opportunity Follower

Big Idea or Enduring Question: How can you automatically add Opportunity Team Members to a follower on an Opportunity? Objectives: After reading this blog, you’ll be able to:  Work with get records element to find the record Use decision element to check record values Use create records element to automatically

Read More

Auto Add Chatter Group Members to Public Group!

Big Idea or Enduring Question: How do you automatically add chatter group members to a public group or queue? Objectives: After reading this blog, you’ll be able to:  Understand what is a public group  understand mixed DML errors and solutions to avoid such error  Create a public group and queue

Read More

Automatically Create Cases from Unresolved Chatter 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 Chatter questions to cases from the Chatter page. You can automate this escalation process using Salesforce Flow, For example:  Create a case from

Read More

1 2 3 8