Big Idea or Enduring Question: Chatter is a great way to boost collaboration in your organization. Users can post a status, links, files, and comments on other’s posts. We can also add users to chatter groups. Chatter can email you every time someone follows you, posts to your profile or
Tag: Prcoess builder and Chatter use case
Getting Started with Process Builder – Part 12 (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
Getting Started with Process Builder – Part 16 (Creating Custom Record Sharing Logic)
👉 To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 70 (Creating Custom Record Sharing Logic). Big Idea or Enduring Question: Sharing records automatically without sharing rules or role hierarchy Using Apex Managed Sharing declaratively
Getting Started with Process Builder – Part 13 (Auto Post a Message to Chatter When an Event is Created)
Big Idea or Enduring Question: How do you automatically Post a message to 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 into a Chatter Group,
Getting Started with Process Builder – Part 11 (Mass Delete Paused and Waiting Interviews)
Big Idea or Enduring Question: In this article Getting Started with Process Builder – Part 2 (Time-dependent actions), I had discussed how to add a Time-based action into a Process. I also discussed a way to check the Paused and Waiting Interviews in the Flow and Process Builder, by navigating
Getting Started with Process Builder – Part 10 (Auto forward Records to a Connection)
To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 78 (Auto Forward Records to a Connection). Big Idea or Enduring Question: Salesforce-to-Salesforce is a natively supported feature of the Salesforce Platform and easily enables two
Getting Started with Process Builder – Part 9 (Auto Revenue Splitting in Opportunities)
How do you automatically split revenue using Lightning Flow or Process Builder?