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 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 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

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