Big Idea or Enduring Question: How can you automatically add account team members to case team? How nice would it be if Salesforce auto added users (specified account team role) from Account Team to Case Team whenever a case gets created? Well, we can cajole Salesforce to do just that
Tag: salesforce Admin exam
Auto Remove a Record From Chatter Groups
Big Idea or Enduring Question: How do you automatically remove a record from the Chatter Groups? Salesforce allows you to add a record to Chatter Groups, which means you can now collaborate and discuss the records as a team in the group. You can only add Account, Contact, Contract, Campaign, Case, Lead,
Query Records by List of Ids in Flow
Big Idea or Enduring Question: How can you automatically delete open tasks related to opportunity and quote(s) when an opportunity is marked as closed lost? Objectives: After reading this blog post, the reader will be able to: Understand @InvocableMethod and InvocableVariable Annotation Get sObject Type in Apex code Pass the
Auto Create a Public Group For New Account
Big Idea or Enduring Question: How can you automatically create a public group for a new account? If you have a large Community implemented and a very active instance of Salesforce, you are probably leveraging Public Groups extensively. The public group represents a group of users. We can add any number of users
Auto Assign a Topic to a Record
Big Idea or Enduring Question: How can you automatically add topic(s) to a record? Objectives: After reading this blog, you’ll be able to: Use record-triggered flow to automatically add topics to a record Use the get element to find the topic id instead of hard coding of Id Use create
@Mention a Related User In a Post to Chatter Action
Big Idea or Enduring Question: How do you @mentioned related users in a Post to Chatter Salesforce Flow action? Objectives: After reading this blog, you’ll be able to: Use the post to chatter action in the record-triggered flow Use Get element to avoid hard coding of Id Use the decision
Email Notification for Draft Emails in Case Feed
Notify Email Message owner for Draft Emails in Case Feed
Email Notification on Topic Assignment
Big Idea or Enduring Question: How can you notify the topic owner of the Topic Assignment? Objectives: After reading this blog, you’ll be able to: Create a record-triggered Flow to send custom email notifications for the topic assignment Create an email template in Flow Use Flow to send a custom