Big Idea or Enduring Question: How do you @mentioned related users in a Post to Chatter Salesforce Flow action? Objectives: After reading this blog, you’ll be able to: Use the post to chatter action in the record-triggered flow Use Get element to avoid hard coding of Id Use the decision
Tag: Visual workflow
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
An Introduction to Version Control for Salesforce Flow
Big Idea or Enduring Question: What happens when the business requirements for a Salesforce Flow change after it’s already activated and in use? Objectives: After reading this article, you’ll be able to: Modify an existing flow to reflect new requirements Clone an existing flow to create a new version Business
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
Bypass Salesforce Flow for a Specific User or Profile
Big Idea or Enduring Question: How can you bypass a Salesforce Flow for a specific user or profile? Until now, we have created many flows using Salesforce Flow. It is an easy and fun experience to create flows. These flows will execute as soon as they meet the criteria. There
Auto Remove Managed Package License from a Deactivated User!
Salesforce Flow is a fantastic way to automate various business processes. It allows you to create a flow based on certain criteria that you set. Salesforce flow can do many things – Create a record, Update records, Post to Chatter, Send an email, etc. A few years back – in September 2015
Deploy Flow(s) or Process(es) Using Change Sets
Big Idea or Enduring Question: How do you deploy Flows or Processes using the Change Sets? Objectives: After reading this blog post, the reader will be able to: Understand how to use change sets to deploy flows Understand how to use change sets to deploy processes Deploy change sets from sandbox to production
Auto Unfollow Records Based on Criteria
Big Idea or Enduring Question: Want to automatically unfollow records when records meet specific criteria? As you know, users can Follow and Unfollow records by clicking on the Follow icon on the record’s Detail page. However, users can automate the Follow/Unfollow process – based on some criteria – either by