Automatically Create a Record from a Flow

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

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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

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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

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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

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Implement Gamification to Your Salesforce

Big Idea or Enduring Question: How can I use gamification in Salesforce to drive sales?  What are the ways to automate the gamification? Objectives: After reading this blog post, the reader will be able to: Create a flow that will automatically post a badge Trigger a Flow via Process Builder

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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

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Getting Started with Process Builder – Part 19 (Automatically Add New User to Public Group or Queue)

Big Idea or Enduring Question: How do you automatically add new users to a Public Group or Queue?  Objectives: This blog post will help us to understand the following Create automation associated with creating a new user Automatically add a user to a specified Public Group or Queue How to

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