Clone a Public Group or Queue with Members in Salesforce using Salesforce Flow
Tag: Record Lookup
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
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,
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
Reminder For Chatter Group Pending Membership Requests
Big Idea or Enduring Question: How can you send an automatic email alert to Chatter Group Owners about pending membership requests? In Salesforce, a Chatter Group represents a group of users. It’s a great way to boost collaboration in your organization. You can add unlimited members to a Chatter Group,