Big Idea or Enduring Question: How can you automatically add account team members to case team? How nice would it be if Salesforce auto added users (specified account team role) from Account Team to Case Team whenever a case gets created? Well, we can cajole Salesforce to do just that
Tag: Process Builder Salesforce
Auto Remove a Record From Chatter Groups
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,
Query Records by List of Ids in Flow
Big Idea or Enduring Question: How can you automatically delete open tasks related to opportunity and quote(s) when an opportunity is marked as closed lost? Objectives: After reading this blog post, the reader will be able to: Understand @InvocableMethod and InvocableVariable Annotation Get sObject Type in Apex code Pass the
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
Automatically Create a Record from a Flow
Big Idea or Enduring Question: How do you automatically create a record using Salesforce Flow? Objectives: After reading this blog, you’ll be able to: Understand the basic components of Salesforce Flow Learn how to auto-create a record using Salesforce Flow Business Use case Corey Eridon is working as a System