Big Idea or Enduring Question: How do you automatically create a record using Salesforce Flow? Objectives: After reading this blog, you’ll be able to: Understand the basic components of Salesforce Flow Learn how to auto-create a record using Salesforce Flow Business Use case Corey Eridon is working as a System
Tag: Spring15 Process builder enhancement
Auto Post a Message to Chatter When an Event is Created
Big Idea or Enduring Question: How do you automatically Post a message to the Chatter Group message when a user creates an event? In Salesforce, Chatter Group represents the group of people. It’s a great way to boost collaboration in your organization. You can add unlimited members to a Chatter
Update Related Quotes to Denied Except for the One That Was Accepted
Big Idea or Enduring Question: How do I use automation to update an objects’ other related records? Objectives: After reading this blog, you’ll be able to: Use Salesforce to automatically update quotes associated with an Opportunity Use the decision element to check the quote status Define criteria so specific records
Auto Forward Records to a Connection Using Salesforce Flow
Big Idea or Enduring Question: Salesforce-to-Salesforce is a natively supported feature of the Salesforce Platform and easily enables two dealing partners to share relevant data records in real-time. It allows you to share records with your business partners that use Salesforce and get real-time updates on the shared data. For
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
Getting Started with Process Builder – Part 16 (Creating Custom Record Sharing Logic)
👉 To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 70 (Creating Custom Record Sharing Logic). Big Idea or Enduring Question: Sharing records automatically without sharing rules or role hierarchy Using Apex Managed Sharing declaratively