Getting Started with Salesforce Flow – Part 80 (Auto update Chatter Email Settings)

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

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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

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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

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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

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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

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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

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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

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