Big Idea or Enduring Question: Chatter is a great way to boost collaboration in your organization. Users can post a status, links, files, and comments on other’s posts. We can also add users to chatter groups. Chatter can email you every time someone follows you, posts to your profile or
Tag: Salesforce Flow
Getting Started with Salesforce Flow – Part 75 (Deploy Flow(s) or Process(es) Using Workbench)
Big Idea or Enduring Question: How do you deploy Flows or Processes using Workbench? Objectives: After reading this blog post, the reader will be able to: Understand how to use Workbench retrieve change set Understand how to use Workbench to deploy flows Understand how to use Workbench to deploy processes Deploy components to any
Getting Started with Salesforce Flow – Part 74 (Deploy Flow(s) or Process(es) Using the Visual Studio Code)
Big Idea or Enduring Question: How do you deploy Flows or Processes using the Visual Studio Code? Objectives: After reading this blog post, the reader will be able to: Understand how to use the Visual Studio Code to deploy flows Understand how to use the Visual Studio Code to
Getting Started with Salesforce Flow – Part 73 (Distribute Flow(s) or Process(es) Using Packages)
Big Idea or Enduring Question: How do you deploy Flows or Processes using the Packages? Objectives: After reading this blog post, the reader will be able to: Understand how to use packages to deploy flows Understand how to use packages to deploy processes Deploy components to any org using packages Business Use Case
Getting Started with Salesforce Flow – Part 70 (Creating Custom Record Sharing Logic)
👉 To understand how to solve the same business use case using Process Builder and Salesforce Flow. Check out this article Getting Started with Process Builder – Part 16 (Creating Custom Record Sharing Logic). Big Idea or Enduring Question: Sharing records automatically without sharing rules or role hierarchy Using Apex
Getting Started with Salesforce Flow – Part 67 (Hurray! Parsing a Multi-Select Picklist is Trouble No More! Phew!)
Big Idea or Enduring Question: Provide a wizard that allows your Inside Sales Team, Telemarketers to add Lead to multiple Campaigns. 6 years ago I wrote an article (Add Record to Multiple Chatter Groups – Parsing Multi-Select Picklist fields) to parse Multi-Select Picklist or Checkbox Group in Salesforce Flow. Not
Getting Started with Salesforce Flow – Part 62 (Auto Assign or Remove Permission Set to Multiple Users)
Big Idea or Enduring Question: Permission Sets are helpful for providing a particular set of functionalities to a user in addition to the permissions provided by their Profile. For example, you may want to allow only a few of your sales users to convert leads. In this case, rather than