Big Idea or Enduring Question: How can you automatically delete open tasks related to opportunity and quote(s) when an opportunity is marked as closed lost? Objectives: After reading this blog post, the reader will be able to: Understand @InvocableMethod and InvocableVariable Annotation Get sObject Type in Apex code Pass the
Tag: Visual flow
Define Additional Conditions When Updating Records
Big Idea or Enduring Question: How can I use automation to update open opportunities related to an account? Objectives: Use the decision element to check the account’s current status Define criteria so specific records receive specific updates Use record-triggered flow to update other records related to an account Business Use
Salesforce Flow Game Changer For Salesforce Admins and Developers
Big Idea or Enduring Question: Many of us are unaware of the power of Salesforce Flow (aka Lightning Flow). It allows you to minimize the code used in your organization by using flow. It’s a tool whereby drag and drop you can build an awesome screen without writing a single
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 29 (Auto Remove Followers From Questions With Best Replies)
To understand how to solve a similar business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 37 (Auto Remove Followers From Closed Opportunity). Big Idea or Enduring Question: How do you automatically remove followers from Questions with the best replies? Chatter Answers is a
Parsing Dynamic choice Multi-Select Picklist fields (Flow) – Reusable component
In the last article Add Record to Multiple Chatter Groups – Parsing Multi-Select Picklist fields (Flow) I had discussed the way through which you can Parse Multi-select picklist or Multi-select check-boxes and store Parsed Ids into a collection variable. In this article, I am going to give you a reusable component
Add Record to Multiple Chatter Groups – Parsing Multi-Select Picklist fields (Flow)
In Spring’15 release Salesforce added a new feature on Chatter, that is Add records to Chatter Groups. In the last article Automatically add records to Chatter Group” I had discussed the way to automate this process. In this article, I am going to discuss how you can allow your users to