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
Tag: Record Delete
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,
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
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,
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
Create a Survey Using Flow? Why Not?!
Big Idea or Enduring Question: How do you create a customer-facing survey in Salesforce using out-of-the-box features? The survey helps you to drive your business forward by using a survey tool to capture the voices and opinions of the people who matter most to you. Some of the common types of surveys are: Customer