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
Tag: salesforce
Getting Started with Salesforce Flow – Part 65 (Auto Follow Records Based on Criteria)
Big Idea or Enduring Question: How can users automatically follow records when the records meet specific criteria? Within Salesforce, users can Follow and Unfollow records by clicking on the Follow icon on the record’s Detail page. If you want to automate the Follow/Unfollow process based on some criteria, then you
Getting Started with Salesforce Flow – Part 61 (Clone a Public Group or Queue with Members)
Clone a Public Group or Queue with Members in Salesforce using Salesforce Flow
Getting Started with Salesforce Flow – Part 59 (Clone a Chatter Group with Members)
Big Idea or Enduring Question: How do you provide a way to clone Chatter group with members to your users? Chatter Group is primarily geared towards boosting collaboration among users within an organization. Similar to a public group, a Chatter group comprises a set of users. Indeed, one can add
New Research: Salesforce Delivery Teams Excel in Speed but at the Expense of Quality
Salesforce is the bridge that connects end-users and developers, including citizen developers, which make up a large portion of Salesforce’s developers. This explosion of Trailblazers have bypassed the challenges of traditional application development and led to the creation of millions of Salesforce applications over the last fifteen years. Naturally, there
Getting Started with Salesforce Flow – Part 52 (Salesforce Flow Game Changer For Salesforce Admins and Developers)
Big Idea or Enduring Question: Many of us are unaware of the power of Salesforce Flow (aka Lightning Flow). It allows you to minimize the code used in your organization by using flow. It’s a tool whereby drag and drop you can build an awesome screen without writing a single
Getting Started with Salesforce Flow – Part 38 (Reminder For Chatter Group Pending Membership Requests)
Big Idea or Enduring Question: How can you send an automatic email alert to Chatter Owners about pending membership requests? In Salesforce, a Chatter Group represents a group of users. It’s a great way to boost collaboration in your organization. You can add unlimited members to a Chatter Group, but