Auto Remove a Record From Chatter Groups

Big Idea or Enduring Question: How do you automatically remove a record from the Chatter Groups? Salesforce allows you to add a record to Chatter Groups, which means you can now collaborate and discuss the records as a team in the group. You can only add Account, Contact, Contract, Campaign, Case, Lead,

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Query Records by List of Ids in Flow

Big Idea or Enduring Question: How can you automatically delete open tasks related to opportunity and quote(s) when an opportunity is marked as closed lost?  Objectives: After reading this blog post, the reader will be able to: Understand @InvocableMethod and InvocableVariable Annotation Get sObject Type in Apex code Pass the

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Need to Auto Add Opportunity Contact Role to an Opportunity? Read on!

Big Idea or Enduring Question: How do you automatically add an Opportunity Contact Role to an Opportunity?  Objectives: After reading this blog, you’ll be able to:  Understand opportunity contact role Avoid hard code of Id using the get records element  Use decision element to check record values Auto-create a record using

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Automatically Create a Record from a Flow

Big Idea or Enduring Question: How do you automatically create a record using Salesforce Flow? Objectives: After reading this blog, you’ll be able to:  Understand the basic components of Salesforce Flow Learn how to auto-create a record using Salesforce Flow Business Use case Corey Eridon is working as a System

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@Mention a Related User In a Post to Chatter Action

Big Idea or Enduring Question: How do you @mentioned related users in a Post to Chatter Salesforce Flow action?  Objectives: After reading this blog, you’ll be able to:  Use the post to chatter action in the record-triggered flow Use Get element to avoid hard coding of Id Use the decision

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Auto Post a Message to Chatter When an Event is Created

Big Idea or Enduring Question: How do you automatically Post a message to the Chatter Group message when a user creates an event? In Salesforce, Chatter Group represents the group of people. It’s a great way to boost collaboration in your organization. You can add unlimited members to a Chatter

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