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 gamification? Objectives: After reading this blog post, the reader will be able to: Create a flow that will automatically post a badge Learn how to use a Decision element

Read More

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 with Flow

Read More

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

Read More

Adding a Time-dependent Action to Record-Triggered Flow

Big Idea or Enduring Question: How do you schedule a time-based action using Salesforce Flow? Objectives: After reading this blog, you’ll be able to:  Understand the basics of scheduling an action using Salesforce Flow Add a Scheduled Paths action in After-save Record-Triggered Flow Learn how to automate the flow which requires users

Read More

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

Read More