Big Idea or Enduring Question: How do you automatically add new users to a Public Group or Queue? Objectives: This blog post will help us to understand the following Create automation associated with creating a new user Automatically add a user to a specified Public Group or Queue with Flow
Tag: Salesforce maintenance exam
Delete Complete Chatter Conversation Using Salesforce Flow
Big Idea or Enduring Question: How can users be allowed to delete Chatter conversation? This is a continuation of my previous article Delete Chatter Messages Using Salesforce Flow, In that I had discussed a way which allows your users to delete Chatter messages. This article goes a step ahead and
Auto Add Opportunity Team Member to Opportunity Follower
Big Idea or Enduring Question: How can you automatically add Opportunity Team Members to a follower on an Opportunity? Objectives: After reading this blog, you’ll be able to: Work with get records element to find the record Use decision element to check record values Use create records element to automatically
Allow Users to Mass Transfer Records They Own
Big Idea or Enduring Question: How do you allow Sales reps an easy to transfer their opportunities to another user? In today’s world, Sales reps switch their job frequently. Transferring their existing or closed deals or leads to another user is time-consuming work. Salesforce provides various ways to change the Ownership of
Getting Started with Salesforce Flow – Part 42 (Running a Flow in System Mode)
Big Idea or Enduring Question: How do you run a Lightning Flow in system mode? Objectives: This blog post will help us to understand the following Difference between user mode vs system mode? How to create a flow that runs in the system mode Business Use case Vigne Kozacek is
Getting Started with Process Builder – Part 20 (Add Chatter Followers to Record)
How to auto add Chatter Followers to Record
Manage email notification for Chatter Group
In Salesforce Chatter group represent group of users. It’s a great way to boost collaboration in your organization. We can add any number of users in Chatter group. Chatter can email you every time someone follows you, posts to your profile or groups etc. You can also receive daily or