Big Idea or Enduring Question: How do you schedule multiple emails with Salesforce Flow? Objectives: In this article, the reader will learn the following: How to use Salesforce Flow to send multiple email alerts using Scheduled Paths and much more Business Use case Pamela Kline is working as a System
Tag: Salesforce Platform Developer I
Set Your Productivity on Steroids by Creating Subflows
Salesforce Flow is one of the most used declarative tools to automate business processes in Salesforce. Most of us usually create a new flow for each requirement. That not only is not a best practice, but, in the long run, it is a highly unproductive and unsustainable approach to managing
Auto Create a Case From Keyword Used in Chatter
Big Idea or Enduring Question: How can you automatically create a case from a Chatter post if it includes a specific keyword? Objectives: After reading this blog, you’ll be able to: Understand what is custom metadata types and when should one use it Work with custom metadata types in salesforce
Auto Remove a Record From Chatter Groups
Big Idea or Enduring Question: How do you automatically remove a record from the Chatter Groups? Salesforce allows you to add a record to Chatter Groups, which means you can now collaborate and discuss the records as a team in the group. You can only add Account, Contact, Contract, Campaign, Case, Lead,
Auto Create a Public Group For New Account
Big Idea or Enduring Question: How can you automatically create a public group for a new account? If you have a large Community implemented and a very active instance of Salesforce, you are probably leveraging Public Groups extensively. The public group represents a group of users. We can add any number of users
Auto Assign a Topic to a Record
Big Idea or Enduring Question: How can you automatically add topic(s) to a record? Objectives: After reading this blog, you’ll be able to: Use record-triggered flow to automatically add topics to a record Use the get element to find the topic id instead of hard coding of Id Use create
@Mention a Related User In a Post to Chatter Action
Big Idea or Enduring Question: How do you @mentioned related users in a Post to Chatter Salesforce Flow action? Objectives: After reading this blog, you’ll be able to: Use the post to chatter action in the record-triggered flow Use Get element to avoid hard coding of Id Use the decision