Salesforce Flow is one of the most powerful tools provided by Salesforce to implement business requirements declaratively. Till date, I have written 200+ flows just for my blog posts! Salesforce Flow helps businesses to save time, as well as money, by implementing solutions quickly. Implementation of Salesforce Flow is straightforward
Tag: Salesforce Independent Architect
Auto Add Member to New User’s Default Account Team
Big Idea or Enduring Question: How can you automatically add a specific user to the new user’s default account team? How nice it would be if Salesforce auto adds a user (specified user) to Default Account Team for each new user? Well, we can cajole Salesforce to do just that
Auto Add Members to Account Team
Big Idea or Enduring Question: How can you automatically add specific users to the account team? Once an Account Manager creates a new account, the Manager can add a team member, or multiple team members, to an Account Team. This blog is a sequel to my previous blog – Auto
Auto Add Account Team Members to Case Team
Big Idea or Enduring Question: How can you automatically add account team members to case team? How nice would it be if Salesforce auto added users (specified account team role) from Account Team to Case Team whenever a case gets created? Well, we can cajole Salesforce to do just that
Want to turn your life around for the better? Try gratitude – it will change your life!
Thanksgiving is almost here, and you have more things on your plate than bake pumpkin pie and clean out the guest bedroom. Giving thanks is one of our core beliefs and a practice we demonstrate every day as human beings. I want to take this opportunity to express my deepest gratitude
Count Number of Records in a Record Collection Variable
Salesforce Flow allows us to automate business processes by building applications, known as Flows. Using Flows, a user can collect information; or, they can update, edit, or create records in Salesforce. Furthermore, Flows can execute logic, interact with the Salesforce database, call Apex classes, Platform Events, and guide users through various screens to streamline the process of
Skyrocket Your Productivity by Leveraging the Power of Chatter Automation!
Chatter Group is one of the best ways to boost collaboration in your organization. A Chatter group represents a group of users – one can add unlimited members to a Chatter Group but, a user can join a maximum of 300 groups; and, your company can have a total of 30,000 groups. Chatter
Time-based Action for Anytime Record is Created or Edited
Add a scheduled action to Process Builder when a record is created or edited and without selecting the advanced options checkbox.