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,
Tag: Salesforce Flow Example
Add a Topic to Multiple Records
Big Idea or Enduring Question: How can you allow your users to add a topic to multiple records? How do you pass record IDs from a list view to Salesforce Flow? Topics for Objects, allow us to organize the records by using topics same as Chatter. Topics help to organize
Want to Send an HTML Email from Salesforce Flow? Oh, yes! It can be done!
Big Idea or Enduring Question: Now (After Spring’21 Release), you can send rich-text Emails from Salesforce Flow using – Send Email core action! You read that right; so, continue to read on! Salesforce now allows you to use Workflow Email Alerts (supports different Email templates) in the Salesforce Flow to send HTML Emails. There is one catch, however!
Automatically Add a Record to Chatter Group
Big Idea or Enduring Question: How do you automatically add a record to the Chatter Group? 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,
Auto Select Automatically follow records that I create Checkbox
Big Idea or Enduring Question: How can I auto-select Automatically follow records that I create checkbox for new users? Objectives: After reading this blog, you’ll be able to: How you can follow a record on chatter Use Before-save Record-Triggered to update field(s) Create an automation to update fields on the user object
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
Email Notification on Password Expiration
How to Setup Salesforce Password Expiration Notification Email Solution.
Automatically Assign Permission Sets to New User
How can you use Flow to automatically assign permission sets to new users?