Getting Started with Salesforce Flow – Part 63 (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

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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

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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

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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

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Getting Started with Process Builder – Part 25 (Auto Submit Record into Approval Process)

To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 31 (Auto Submit Record into Approval Process). Big Idea or Enduring Question: How do you automatically submit a record for approval using Process Builder? Objectives: After reading this

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Getting Started with Process Builder – Part 24 (Automatically Add User to a Chatter Group)

To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 36 (Automatically Add New Users to a Chatter Group). Big Idea or Enduring Question: How do you automatically add users into a Chatter Group?  Objectives: This blog post

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Getting Started with Process Builder – Part 23 (Send a Welcome Email with Attachments to New Users)

Big Idea or Enduring Question: How do you automatically send a welcome email to new users with onboarding documents?  Objectives: This blog post will help us to understand the following How to use the Process Builder to send out an email alert with attachments  How to use the email alerts

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