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
Tag: Salesforce Flow
Create a Survey Using Flow? Why Not?!
Big Idea or Enduring Question: How do you create a customer-facing survey in Salesforce using out-of-the-box features? The survey helps you to drive your business forward by using a survey tool to capture the voices and opinions of the people who matter most to you. Some of the common types of surveys are: Customer
Reminder Email to Upload Chatter Profile Photo
Big Idea or Enduring Question: How do you automatically send reminder emails to your users to upload a profile photo on Chatter? Chatter is a powerful Collaboration tool for your organization, for both internal users and partners. Each user has a visible profile page containing his Chatter wall as well as
Email Notification on Password Expiration
How to Setup Salesforce Password Expiration Notification Email Solution.
Post Opportunity Details to a Chatter Group
Big Idea or Enduring Question: How do you post a message to the chatter group via Salesforce Flow? Chatter Group represents a group of users who can share and collaborate on mission-related files and information. It’s a great way to boost collaboration in the organization. Chatter Groups can have unlimited members,
Automatically Assign Permission Sets to New User
How can you use Flow to automatically assign permission sets to new users?
Want the Case Owner to be the Same as Asset Owner? Here is how you can!
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 8 (Auto Sync Accepted Quote with Opportunity). Big Idea or Enduring Question: Use multiple types of functionality to enhance the automation of your
Auto Sync Accepted Quote with Opportunity
Big Idea or Enduring Question: How do you automatically sync Accepted quotes with their respective Opportunity? In this article Auto Sync Accepted Quote with Opportunity, I had discussed a way to use Salesforce Flow and Process Builder to automatically sync Accepted quotes with their respective Opportunity, whenever a Quote is accepted by the