Big Idea or Enduring Question: How do you automatically add a record to the Chatter Group? 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,
Tag: Process Builder
Automatically Add a New Users to a Chatter Group
Big Idea or Enduring Question: How do you automatically add users into a Chatter Group? Objectives: This blog post will help us to understand the following Use After-save Record-Triggered Flow add users to a chatter group Add a Time-dependent action in After-save Record-Triggered Flow What is a MIXED DML error and
Auto Convert Marketing Qualified Leads
Big Idea or Enduring Question: How do you set automation to auto-convert marketing qualified leads? When there is a chance of further negotiations with a lead, it can be converted into an account, contact, optionally an opportunity. In short, once the lead status has reached a certain stage, it can
![[New Book] Salesforce Platform App Builder Certification: A Practical Study Guide](https://i0.wp.com/automationchampion.com/wp-content/uploads/2020/02/App-Builder-Book.png?fit=1024%2C512&ssl=1)
[New Book] Salesforce Platform App Builder Certification: A Practical Study Guide
Embarked on yet another milestone at the dawn of the Year 2020! I am pleased to announce the release of Salesforce Platform App Builder Certification: A Practical Study Guide book. The book is my first publication of the Year 2020 – and, my 7th book overall! I will be authoring two
Docomotion – Reap the Benefits of Automated Document Generation
Note.:- Today, I am going to review Docomotion – Interactive Salesforce Document Generation. Let’s start with an example, a quote can now be sent digitally to customers, and they can sign with an e-signature. The basic idea behind automation is to handle day-to-day processes and operations more efficiently, more accurately and
A Christmas Present – Schedule an Autolaunch Flow!
Let us continue with my Salesforce Flow, ‘Getting Started’, series. We discussed how different types of Flows enable you to minimize code usage. Until the Winter’20 release, Scheduling Autolaunched Flows was out-of-scope. No more! As we all know, before the Winter’20 release, autolaunched Flows could only be launched using Process Builder or Apex. But, that was before! Let
Dynamic Flow Screen – What is Not to Love?
Let us continue with my Salesforce Flow, ‘Getting Started’, series. A few months ago, I published an article to help you better understand Flow screen elements by taking a real-time example. In that blog, we discussed how to create a static Flow screen – A Static Flow screen always displays
Understand, Create & Use Variables in Salesforce 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,