@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

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Auto Post a Message to Chatter When an Event is Created

Big Idea or Enduring Question: How do you automatically Post a message to the 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 to a Chatter

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Profile? So Yesterday! – Auto Assign Permission Set Group to a User

Big Idea or Enduring Question: How can you use Flow to automatically assign the permission set group to new users? Has it only been five years since I wrote, ‘auto-assign Permission Set to new users’?. The article was written using Flow Trigger – now, an obsolete functionality. You can read it here. Wow!

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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

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Update Related Quotes to Denied Except for the One That Was Accepted

Big Idea or Enduring Question: How do I use automation to update an objects’ other related records? Objectives: After reading this blog, you’ll be able to:  Use Salesforce to automatically update quotes associated with an Opportunity Use the decision element to check the quote status  Define criteria so specific records

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