Clone a Public Group or Queue with Members in Salesforce using Salesforce Flow
Tag: Record lookup in flow
Clone a Chatter Group with Members
Big Idea or Enduring Question: How do you provide a way to clone Chatter group with members to your users? Chatter Group is primarily geared towards boosting collaboration among users within an organization. Similar to a public group, a Chatter group comprises a set of users. Indeed, one can add
Dynamic Approval Routing in Salesforce
Big Idea or Enduring Question: How do you set up dynamic approval routing? In Salesforce, a user can use an Approval process to get approval from managers or higher authority. Approval processes route a record to one or more approvers, specifying the steps necessary for a record to be approved,
Click and Join a Chatter Group
Big Idea or Enduring Question: How do you create an automation that sends an email to users with a link to join Chatter Group? Chatter is a powerful Collaboration tool for your organization, for both internal users and partners. In the past, I have written a few articles which show how you
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[Introducing My New Book] Learning Salesforce Visual Workflow – Second Edition
I am pleased to announce the release of Learning Salesforce Visual Workflow and Process Builder – Second Edition. This is the second book I have published this year. I am grateful to all my supporters and critics for their constructive feedback. Thank you so very much! Salesforce Management System is an information