Big Idea or Enduring Question: How to use record-triggered flow to automate common chatter group management works to improve productivity? Objectives: Chatter Group is one of the great ways to boost collaboration in your organization. A Chatter group represents a group of users – one can add unlimited members to
Tag: Salesforce Training
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
Ever Needed to Select Multiple Picklist Values in Flow? How About via a Single Condition?!
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
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,