Big Idea or Enduring Question: How do you set automation to auto-convert marketing qualified leads? When there is a chance of further negotiations with a lead, it can be converted into an account, contact, optionally an opportunity. In short, once the lead status has reached a certain stage, it can
Tag: salesforce
Email Notification on Password Expiration
How to Setup Salesforce Password Expiration Notification Email Solution.
Post Opportunity Details to a Chatter Group
Big Idea or Enduring Question: How do you post a message to the chatter group via Salesforce Flow? Chatter Group represents a group of users who can share and collaborate on mission-related files and information. It’s a great way to boost collaboration in the organization. Chatter Groups can have unlimited members,
Automatically Assign Permission Sets to New User
How can you use Flow to automatically assign permission sets to new users?
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
Want to Learn How to Display a Notice at Login? Read on!
Many times we want to display Notices, Messages, or Information to our users after they successfully logged In to Salesforce. For example, similar to Salesforce downtime or maintenance notifications. Displaying information after login will help the organization to keep its users informed about upcoming events or changes. Objectives: After reading this blog, you’ll
Top 5 Lightning Component Gems of Salesforce Summer’20 Release!
Salesforce Summer’20 Release Lightning Component features
In-Person, or Virtual, Sun Never Sets on Salesforce Ohana!
Join Virtual Dreamin to experience a 24hrs extravaganza! The Event starts at 10:00 AM EST 16th May 2020 with keynotes by Leah McGowen-Hare & Peter Chittum. This treat will be followed by another feat – 100+ sessions (including 10+CTAs, MVPs, and other professionals – across the globe – sharing their knowledge)! We are grateful