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

Read More

Getting Started with Salesforce Flow – Part 55 (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,

Read More

Getting Started with Salesforce Flow – Part 38 (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,

Read More

Getting Started with Salesforce Flow – Part 26 (Automatically Add a Record to Chatter Group)

Big Idea or Enduring Question: How do you automatically remove records 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,

Read More

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

Read More

Getting Started with Salesforce Flow – Part 45 (Click and Join a Chatter Group)

Big Idea or Enduring Question: How do you create an automation that sends an email to users with a link to join Chatter Group?  Chatter is a powerful Collaboration tool for your organization, for both internal users and partners. In the past, I have written a few articles which show how you

Read More