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
Tag: Salesforce maintenance exam
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 37 (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: This blog post will help us to understand the following Launch a Flow from Process Builder Use Flow and Process Builder to automatically create an Opportunity Follower when adding an
Getting Started with Process Builder – Part 36 (Delete Complete Chatter Conversation)
Big Idea or Enduring Question: How can users be allowed to delete Chatter conversation? This is a continuation of my previous article Getting Started with Process Builder – Part 35 (Delete Chatter Messages), In that I had discussed a way which allows your users to delete Chatter messages. This article
Getting Started with Process Builder – Part 20 (Add Chatter Followers to Record)
How to auto add Chatter Followers to Record
Getting Started with Process Builder – Part 19 (Automatically Add New User to Public Group or Queue)
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 How to
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