Getting Started with Salesforce Flow – Part 63 (Allow Users to Mass Transfer Records They Own)

Big Idea or Enduring Question: How do you allow Sales reps an easy to transfer their opportunities to another user? In today’s world, Sales reps switch their job frequently. Transferring their existing or closed deals or leads to another user is time-consuming work. Salesforce provides various ways to change the Ownership of

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Getting Started with Salesforce Flow – Part 60 (Allow Anyone to Add or Remove User into Public Group or Queue)

Big Idea or Enduring Question: How can we use Salesforce Flow to allow anyone to Add or Remove Users from Public Groups or Queues? In Salesforce, Queues and Public Groups represent a group of users. Only administrators and delegated administrators can create and edit public groups. At the same time,

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Getting Started with Salesforce Flow – Part 56 (Merge Chatter Topics with the Help of Salesforce Flow)

Big Idea or Enduring Question: How can users be allowed to Merge Chatter Topics? Topics for Objects allow us to organize the records using Chatter’s topic. Topics help to organize records in a better way and make the search easier for you. For example, if you post that you’re working on a

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Getting Started with Salesforce Flow – Part 55 (Add or Remove Followers to a Record with the Help of Salesforce Flow)

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,

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Getting Started with Salesforce Flow – Part 32 (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

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Getting Started with Salesforce Flow – Part 29 (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 

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