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 certified developer exam
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 57 (Adding Validation to Flow Screen Components)
Big Idea or Enduring Question: How do you validate user input for Screen Flow Components? Input Validation in Salesforce Flow allows a system administrator to define custom logic and error messages to ensure data integrity. A Validation can contain a formula or expression that evaluates the data in one or more fields 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 37 (Auto Remove Followers From Closed Opportunity)
To understand how to solve a similar business use case using Process Builder. Check out this article Getting Started with Process Builder – Part 29 (Auto Remove Followers From Questions With Best Replies). Big Idea or Enduring Question: How do you automatically remove followers from closed opportunities? In Salesforce a user can
Getting Started with Salesforce Flow – Part 47 (Mass Transfer Chatter Files)
Big Idea or Enduring Question: How do you allow Sales reps an easy to transfer their files to another user? The file allows you to Upload, Share, Follow files in Salesforce. The file helps the organization to discuss changes to the file in real-time, from whatever device they are using. It also
Getting Started with Salesforce Flow – Part 44 (Auto Convert Marketing Qualified Leads)
Big Idea or Enduring Question: How do you set automation to auto-convert marketing qualified leads? When there is a chance of further negotiations with a lead, it can be converted into an account, contact, optionally an opportunity. In short, once the lead status has reached a certain stage, it can