Query Records by List of Ids in Flow

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

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Automatically Create Cases from Unresolved Chatter Questions

Big Idea or Enduring Question: As your community grows, organizations have to ensure that customers get quick answers to their questions. Question-to-Case allows moderators to escalate unresolved Chatter questions to cases from the Chatter page. You can automate this escalation process using Salesforce Flow, For example:  Create a case from

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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

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Getting Started with Process Builder – Part 36 (Delete Complete Chatter Conversation)

Big Idea or Enduring Question: How can users be allowed to delete Chatter conversation? This is a continuation of my previous article Getting Started with Process Builder – Part 35 (Delete Chatter Messages), In that I had discussed a way which allows your users to delete Chatter messages. This article

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Getting Started with Process Builder – Part 35 (Delete Chatter Messages)

Big Idea or Enduring Question: How can users be allowed to delete individual Chatter messages? Objectives: After reading this article, the reader will be able to: Launch a flow from Process Builder Use automation to increase user permissions Create a custom object to store the Id of a Chatter message

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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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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

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