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

Read More

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

Read More

Implement Gamification to Your Salesforce

Big Idea or Enduring Question: How can I use gamification in Salesforce to drive sales?  What are the ways to automate the gamification? Objectives: After reading this blog post, the reader will be able to: Create a flow that will automatically post a badge Trigger a Flow via Process Builder

Read More

Getting Started with Salesforce Flow – Part 42 (Running a Flow in System Mode)

Big Idea or Enduring Question: How do you run a Lightning Flow in system mode?  Objectives: This blog post will help us to understand the following Difference between user mode vs system mode?  How to create a flow that runs in the system mode Business Use case Vigne Kozacek is

Read More

Auto-generate Renewal Opportunity With Line Items

Big Idea or Enduring Question: How do you automatically create a new Opportunity by cloning an existing opportunity with Opportunity Line Items? Opportunities are the sales and pending deals that you want to track. By adding opportunities, we are building a pipeline, which contributes to sales forecasts. Products are a

Read More

Getting Started with Process Builder – Part 19 (Automatically Add New User to Public Group or Queue)

Big Idea or Enduring Question: How do you automatically add new users to a Public Group or Queue?  Objectives: This blog post will help us to understand the following Create automation associated with creating a new user Automatically add a user to a specified Public Group or Queue How to

Read More