Getting Started with Process Builder – Part 94 (Bye Bye Manual Work – Auto create Quip folder, document and, attach it to a record!)

–> Special thanks to Arnab Bose (VP, Product Management at Quip) and his team for providing Quip Enterprise access to me.  Quip not only helps Sales teams to organize their work and integrate seamlessly with Salesforce. But, it also empowers the teams to be consistent, foster collaboration, and remain focused. Quip is

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Getting Started with Process Builder – Part 93 (Enhance Productivity with Push Notification to Desktop or Mobile!)

If you have been keeping yourself abreast of Salesforce releases then, you may know that Summer’19 release is now in the Sandbox; and, as always, Salesforce has introduced tons of new features for customers like you and me.   In case you have not read the entire 472 pages of Salesforce Summer’19 release notes,

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Getting Started with Salesforce Flow – Part 4 (Need to Redirect a User to a New Record?)

Have you ever come across a situation in Flow where you wanted to redirect your users to a newly created record but did not know how to handle/configure/implement it? Yep, pretty frustrating memory – who could forget? Well, thanks for reading my blogs, you’re in luck! Using different use cases,

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Getting Started with Salesforce Flow – Part 2 (Do You Know How Screen Element Bestows Power on Flow Builder?!)

Check out my previous articles:  Want to be an Early Adopter of the New Flow Builder? Welcome Aboard! Getting Started with Salesforce Flow Designer– Part 1 (Understand, Create & Use Variables in Flow) In the aforementioned articles, I have discussed the new Flow Builder tool – introduced by Salesforce in Spring’19 release and

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Getting Started with Process Builder – Part 92 (Streamline the Process of Auto Adding Chatter Group Members to Public Group!)

A public group comprises of many sets of users namely (1) general set of users; or (2) set of users within a territory; or (3) set of users within a specific role; or (4) subordinate users within a role hierarchy; or, (5) other groups.  Whereas Public Groups can be used for multiple

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Getting Started with Salesforce Flow – Part 1 (Understand, Create & Use Variables in Flow!)

Enjoy enhanced flow-building experience starting with Spring’19 release. Salesforce is at it again! – replacing Cloud Flow Designer (Canvas to design and build the flows) with a faster and robust tool – Flow Builder. It streamlines the process of – (1) flow building; and (2) maintenance – with a simplified user interface.  In light of the above,

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