Big Idea or Enduring Question: How can we develop declarative functionality to add or remove followers from a record? In Salesforce, a user can follow Chatter groups or Records. Salesforce provides out-of-the-box functionality so that Chatter group managers can also add/remove people from the group. To manage a record’s followers/subscribers,
Tag: Record Create
Auto-follow a Chatter Question After Reply
Big Idea or Enduring Question: How do you ensure a user is notified about additional replies to a Chatter Question she answered? With Chatter Questions, users can ask questions in their Chatter feed, in groups, and in records. Select Question from the Chatter publisher’s action menu, or click the Question
Clone a User with their associated Public Group, Queue Membership and Permission Sets
Big Idea or Enduring Question: Want to quickly create a new user by cloning an existing user with Public Group, Queue, and Permission Set? To Clone a record means to replicate it. Salesforce provides an out-of-the-box feature to clone object records – thereby, saving time and enhancing productivity. Generally, if someone wants to clone an Account with an Opportunity they would opt for an Apex
Add a Topic to Multiple Records
Big Idea or Enduring Question: How can you allow your users to add a topic to multiple records? How do you pass record IDs from a list view to Salesforce Flow? Topics for Objects, allow us to organize the records by using topics same as Chatter. Topics help to organize
Email-to-Lead with the Help of Salesforce Flow
Big Idea or Enduring Question: How to utilize the Flow and set up email-to-lead in salesforce? Salesforce Flow is a powerful feature provided by Salesforce to minimize the code in your organization. By using it you can create, update, delete records everything just drags and drop. With the recent enhancements
Preschedule Chatter Posts
Big Idea or Enduring Question: How do you allow your users to preschedule Chatter posts? Chatter is a great way to boost collaboration in your organization. You can Post Status, Links, Files, and Comments on others’ posts, etc. Many time I found on Trailblazer community people is asking about
Auto Select Automatically follow records that I create Checkbox
Big Idea or Enduring Question: How can I auto-select Automatically follow records that I create checkbox for new users? Objectives: After reading this blog, you’ll be able to: How you can follow a record on chatter Use Before-save Record-Triggered to update field(s) Create an automation to update fields on the user object
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