Ever you want to use existing Salesforce HTML email templates to send an email from Salesforce Flow and don‘t know how to do it if the answer is yes then this article is for you. Salesforce allows you to use HTML email templates to create professional high-impact emails. It also allows
Tag: salesforce
Getting Started with Process Builder – Part 40 (Adding a Line Break in Process Builder Formula)
Big Idea or Enduring Question: There is a formula function called BR() that allows us to insert a line break into text formula expressions or string of text, As shown in the following screenshot: The expected result in the formula field is: LastName FirstName But you will get the actual
Launch a Flow Using Lightning App
The series of articles on the Salesforce Flow is to discuss the basic concepts and to show the power of Flow. Salesforce Flow allows you to automate business processes by building applications, known as Flows, that collect, update, edit, and create Salesforce information, and then make those flows available to the right users
Add Record to Multiple Chatter Groups – Parsing Multi-Select Picklist fields (Flow)
In Spring’15 release Salesforce added a new feature on Chatter, that is Add records to Chatter Groups. In the last article Automatically add records to Chatter Group” I had discussed the way to automate this process. In this article, I am going to discuss how you can allow your users to
Control Manual Sharing for User Records
You can now prevent users from sharing their own user records with other users across the organization. You can also set Organization-Wide Default for the user object to Private. Business Use Case Higher management in Universal Container doesn’t want to allow their users to share their user records with other users.
Keep Favorite Report Folders In View
A folder is a place where you can store report, dashboard. Folders can be public, hidden, or shared, and can be set to read-only or read/write. It means a user may have access to several report and dashboard Folders. It’s difficult to find the report folder that you are looking
Manage email notification for Chatter Group
In Salesforce Chatter group represent group of users. It’s a great way to boost collaboration in your organization. We can add any number of users in Chatter group. Chatter can email you every time someone follows you, posts to your profile or groups etc. You can also receive daily or
Orders Management in Salesforce – Part 2
In last article Orders Management in Salesforce – Part 1 I have gone through the way to Enable, Create and Activate Order. In this article I will be going through Deactivate, Delete and Reduction Order, Reports concepts. Deactivate Orders To activate or deactivate orders it’s required “Activate Orders”user permission in the