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

Read More

Getting Started with Salesforce Flow – Part 43 (Dynamic Approval Routing in Salesforce)

Big Idea or Enduring Question: How do you set up dynamic approval routing? In Salesforce, a user can use an Approval process to get approval from managers or higher authority. Approval processes route a record to one or more approvers, specifying the steps necessary for a record to be approved,

Read More

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

Read More

Getting Started with Process Builder – Part 33 (Call Apex Class from a Process )

Big Idea or Enduring Question: How can you automatically delete unaccepted Quotes using Process Builder? Objectives: After reading this blog post, the reader will be able to: Understand @InvocableMethod Annotation How to call an Apex method using Process Builder Business Use case Steven Greene is working as a System administrator

Read More

Getting Started with Process Builder – Part 32 (Define Additional Conditions When Updating Records)

Big Idea or Enduring Question: How can I use automation to update other quotes related to a single opportunity? Objectives: Define criteria so specific records receive specific updates Use process builder to update other records related to an Opportunity Business Use case Steven Greene is working as a System administrator

Read More