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,
Tag: Platform App Builder
Auto Create a Public Group For New Account
Big Idea or Enduring Question: How can you automatically create a public group for a new account? If you have a large Community implemented and a very active instance of Salesforce, you are probably leveraging Public Groups extensively. The public group represents a group of users. We can add any number of users
Auto Assign a Topic to a Record
Big Idea or Enduring Question: How can you automatically add topic(s) to a record? Objectives: After reading this blog, you’ll be able to: Use record-triggered flow to automatically add topics to a record Use the get element to find the topic id instead of hard coding of Id Use create
@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
Email Notification on Topic Assignment
Big Idea or Enduring Question: How can you notify the topic owner of the Topic Assignment? Objectives: After reading this blog, you’ll be able to: Create a record-triggered Flow to send custom email notifications for the topic assignment Create an email template in Flow Use Flow to send a custom
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
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
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