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
Tag: Update Records
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
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
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
Automatically Clone a Record if it Meets Certain Criteria
How to use Salesforce Flow to automate business scenarios that involve cloning an existing record.
Auto Create and Activate a Contract
Big Idea or Enduring Question: How do you create and activate a contract using Salesforce Flow? Objectives: After reading this blog post, the reader will be able to: Use After-save Record-Triggered Flow to create a draft contract Use a Decision element to check field values Use the Update Records element to
Auto Revenue Splitting in Opportunities
How do you automatically split revenue using Lightning Flow or Process Builder?
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