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: Process Builder rakesh
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
How to Fix FIELD_INTEGRITY_EXCEPTION Error
Big Idea or Enduring Question: How do you resolve the FIELD_INTEGRITY_EXCEPTION error? The Record-Triggered Flow is a way of automating business processes. Record-Triggered Flow is a powerful tool for system administrators and developers to implement business processes without writing code. However, with great power comes great responsibility – If a user starts creating a new
How to Fix FIELD_CUSTOM_VALIDATION_EXCEPTION Error
Big Idea or Enduring Question: How do you resolve the FIELD_CUSTOM_VALIDATION_EXCEPTION error? The Record-Triggered Flow is a way of automating business processes. Record-Triggered Flow is a powerful tool for system administrators and developers to implement business processes without writing code. However, with great power comes great responsibility – If a user starts creating a new
Automatically Add an Invitee to an Event
Big Idea or Enduring Question: How do you automatically share events with an invitee when shared activities is enabled? This is a continuation of my last article Auto share events from a shared Calendar. In my previous article, I had discussed a use case, whenever an event is created without populating
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