Discover How to Auto Populate Delegated Approver Field on a New User Record!

How to Auto Populate Delegated Approver Field on a New User Record

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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

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An Introduction to Version Control for Salesforce Flow

Big Idea or Enduring Question: What happens when the business requirements for a Salesforce Flow change after it’s already activated and in use? Objectives: After reading this article, you’ll be able to: Modify an existing flow to reflect new requirements Clone an existing flow to create a new version  Business

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Update Related Quotes to Denied Except for the One That Was Accepted

Big Idea or Enduring Question: How do I use automation to update an objects’ other related records? Objectives: After reading this blog, you’ll be able to:  Use Salesforce to automatically update quotes associated with an Opportunity Use the decision element to check the quote status  Define criteria so specific records

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Adding a Time-dependent Action to Record-Triggered Flow

Big Idea or Enduring Question: How do you schedule a time-based action using Salesforce Flow? Objectives: After reading this blog, you’ll be able to:  Understand the basics of scheduling an action using Salesforce Flow Add a Scheduled Paths action in After-save Record-Triggered Flow Learn how to automate the flow which requires users

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Define Additional Conditions When Updating Records

Big Idea or Enduring Question: How can I use automation to update open opportunities related to an account? Objectives: Use the decision element to check the account’s current status  Define criteria so specific records receive specific updates Use record-triggered flow to update other records related to an account Business Use

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Bypass Salesforce Flow for a Specific User or Profile

Big Idea or Enduring Question: How can you bypass a Salesforce Flow for a specific user or profile?  Until now, we have created many flows using Salesforce Flow. It is an easy and fun experience to create flows. These flows will execute as soon as they meet the criteria. There

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