How can you use Flow to automatically assign permission sets to new users?
Tag: Lightning Flow
Want the Case Owner to be the Same as Asset Owner? Here is how you can!
To understand how to solve the same business use case using Process Builder and Salesforce Flow. Check out this article Getting Started with Process Builder – Part 8 (Auto Sync Accepted Quote with Opportunity). Big Idea or Enduring Question: Use multiple types of functionality to enhance the automation of your
Auto Sync Accepted Quote with Opportunity
Big Idea or Enduring Question: How do you automatically sync Accepted quotes with their respective Opportunity? In this article Auto Sync Accepted Quote with Opportunity, I had discussed a way to use Salesforce Flow and Process Builder to automatically sync Accepted quotes with their respective Opportunity, whenever a Quote is accepted by the
Auto Submit Record into Approval Process with Flow
Big Idea or Enduring Question: How do you automatically submit a record for approval using Salesforce Flow? Objectives: After reading this article, you’ll be able to: Use After-save Record-Triggered Flow to automatically submit the record into the approval How to create an Approval process Business Use case Warren Mason is working as
Populate Campaign Members from Opportunities based on Opportunity Stage
Dynamic Flow Choice Implementation to allow flexible population of Campaign members from Opportunities based on Opportunity Stage Name
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[New Book] Salesforce Platform App Builder Certification: A Practical Study Guide
Embarked on yet another milestone at the dawn of the Year 2020! I am pleased to announce the release of Salesforce Platform App Builder Certification: A Practical Study Guide book. The book is my first publication of the Year 2020 – and, my 7th book overall! I will be authoring two
Salesforce Spring20 release quick summary
Salesforce Winter20 release quick summary
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,