Big Idea or Enduring Question: How do you automatically add new users to a Public Group or Queue? Objectives: This blog post will help us to understand the following Create automation associated with creating a new user Automatically add a user to a specified Public Group or Queue with Flow
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Delete Complete Chatter Conversation Using Salesforce Flow
Big Idea or Enduring Question: How can users be allowed to delete Chatter conversation? This is a continuation of my previous article Delete Chatter Messages Using Salesforce Flow, In that I had discussed a way which allows your users to delete Chatter messages. This article goes a step ahead and
Delete Chatter Messages Using Salesforce Flow
Big Idea or Enduring Question: How can users be allowed to delete individual Chatter messages? Objectives: After reading this article, the reader will be able to: Use automation to increase user permissions Create a custom object to store the Id of a Chatter message Use Record-Triggered Flow to delete the
Auto Add Opportunity Team Member to Opportunity Follower
Big Idea or Enduring Question: How can you automatically add Opportunity Team Members to a follower on an Opportunity? Objectives: After reading this blog, you’ll be able to: Work with get records element to find the record Use decision element to check record values Use create records element to automatically
Ever Needed to Select Multiple Picklist Values in Flow? How About via a Single Condition?!
Salesforce Flow is one of the most powerful tools provided by Salesforce to implement business requirements declaratively. Till date, I have written 200+ flows just for my blog posts! Salesforce Flow helps businesses to save time, as well as money, by implementing solutions quickly. Implementation of Salesforce Flow is straightforward
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