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: salesforce automation
Getting Started with Salesforce Flow – Part 65 (Auto Follow Records Based on Criteria)
Big Idea or Enduring Question: How can users automatically follow records when the records meet specific criteria? Within Salesforce, users can Follow and Unfollow records by clicking on the Follow icon on the record’s Detail page. If you want to automate the Follow/Unfollow process based on some criteria, then you
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,
Getting Started with Salesforce Flow – Part 59 (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
Getting Started with Salesforce Flow – Part 50 (Welcome New Users by Default – Auto Follow them in Chatter!)
Big Idea or Enduring Question: A warm welcome goes a long way in solidifying a company’s culture! If so then, why not provide existing users an ability to auto-follow new users in chatter? Chatter is a great way to boost collaboration in your organization. You can Post Status, Links, Files, and
Getting Started with Salesforce Flow – Part 43 (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,
Getting Started with Salesforce Flow – Part 49 (Don’t Let Pending Approval Requests Linger – Reassign!)
Big Idea or Enduring Question: Is your Org cluttered with pending approval requests? Why not reassign the requests to a User (Chief Financial officer) or Queue? Ah, a clean org does feel good, doesn’t it?! Awesome! An approval process is an automated process an organization can use to approve records in Salesforce. One