Salesforce Flow is one of the most powerful tools provided by Salesforce to implement business requirements declaratively. Till date, I have written 200+ flows just for my blog posts! Salesforce Flow helps businesses to save time, as well as money, by implementing solutions quickly. Implementation of Salesforce Flow is straightforward
Tag: Salesforce Training
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 Add Member to New User’s Default Account Team
Big Idea or Enduring Question: How can you automatically add a specific user to the new user’s default account team? How nice it would be if Salesforce auto adds a user (specified user) to Default Account Team for each new user? Well, we can cajole Salesforce to do just that
Auto Add Members to Account Team
Big Idea or Enduring Question: How can you automatically add specific users to the account team? Once an Account Manager creates a new account, the Manager can add a team member, or multiple team members, to an Account Team. This blog is a sequel to my previous blog – Auto
Auto Add Account Team Members to Case Team
Big Idea or Enduring Question: How can you automatically add account team members to case team? How nice would it be if Salesforce auto added users (specified account team role) from Account Team to Case Team whenever a case gets created? Well, we can cajole Salesforce to do just that
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