Use Case: Somewhere a Salesforce Administrator working at some company has Salesforce to Salesforce connection setup with some other company. This Admin got a requirement to automatically share all cases of high priority to connected org. Note ✍️: This post is for orgs having active Salesforce to Salesforce connection setup. To know about Salesforce toContinue reading “Auto Share Records to Connection using Flow”
Category Archives: Salesforce Flow
Know Who Visited the Record Using Flow
Idea of capturing record visitors was from one of the trailblazer community question, where a user wanted to know who is viewing the specific records in Salesforce. I came up with below solution using Flow. Use Case: As an Admin you want to know who is visiting the records of specific objects. Solution: Using screenContinue reading “Know Who Visited the Record Using Flow”
Track Field History on User Object Using Before-Save Flow
Use Case: To store old values of user profile and role on User object every time those values are changed. Solution: Step 1: Create a Field User History of Type Rich Text Area on User Object. Step 2: Create Record-Triggered Flow. Select User Object. Step 3: Use Decision element to specify outcomes. Create first outcomeContinue reading “Track Field History on User Object Using Before-Save Flow”
Schedule Chatter Post with Attachment using Flow (Post Birthday Greetings to Chatter)
Use Case: As a Salesforce Administrator, you are requested on every employee birthday, automatically post birthday greetings to company announcements chatter group. Solution: Key Objects will use in this process are User, ContentVersion, FeedItem, and FeedAttachment. Prerequisites: Create two custom fields on User object.Create a chatter group. Create a custom label and store chatter groupContinue reading “Schedule Chatter Post with Attachment using Flow (Post Birthday Greetings to Chatter)”
Set Email Alert for Salesforce User License Threshold Using Flow
Use Case: As a Salesforce Administrator, you are requested to set an email alert when all the available Salesforce User Licenses in your organization are assigned to users. This way, your manager/HR team will be notified to get more user licenses when new employees are being hired. Key Object: UserLicense – Represents a user licenseContinue reading “Set Email Alert for Salesforce User License Threshold Using Flow”
The SFDC Post 