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
Tag: Update Records
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 20 (Add Chatter Followers to Record)
How to auto add Chatter Followers to Record
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
Getting Started with Process Builder – Part 18 (Auto Creates a Private Chatter Group )
Big Idea or Enduring Question: How do you auto-create a chatter group using Process Builder? Objectives: This blog post will help us to understand the following Understanding Quick actions How to use the quick action in Process Builder Business Use case Warren Mason is working as a System administrator at
Getting Started with Process Builder – Part 16 (Creating Custom Record Sharing Logic)
Big Idea or Enduring Question: Sharing records automatically without sharing rules or role hierarchy Using Apex Managed Sharing declaratively Objectives: After reading this blog post, the reader will be able to: Create declarative automation to automatically share a record Share a record without sharing rules or role hierarchy Start a
Getting Started with Process Builder – Part 11 (Mass Delete Paused and Waiting Interviews)
Big Idea or Enduring Question: In this article Getting Started with Process Builder – Part 2 (Time-dependent actions), I had discussed how to add a Time-based action into a Process. I also discussed a way to check the Paused and Waiting Interviews in the Flow and Process Builder, by navigating