CX Demo

Author: Franz Malten Buemann

  • Email Notification on Topic Assignment

    Last Updated on April 3, 2022 by Rakesh Gupta Big Idea or Enduring Question: How can you notify the topic owner of the Topic Assignment?  Objectives: This blog post will help us to understand the following Create a record-triggered Flow to send custom email notifications for the topic assignment  Create
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  • Discover How to Auto Populate Delegated Approver Field on a New User Record!

    How to Auto Populate Delegated Approver Field on a New User Record
    The post Discover How to Auto Populate Delegated Approver Field on a New User Record! appeared first on Automation Champion.

  • Automatically Create Cases from Unresolved Chatter Questions

    Last Updated on April 3, 2022 by Rakesh Gupta 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
    The post Automatically Create Cases from Unresolved Chatter Questions appeared first on Automation Champion.

  • Profile? So Yesterday! – Auto Assign Permission Set Group to a User

    Last Updated on April 3, 2022 by Rakesh GuptaBig Idea or Enduring Question: How can you use Flow to automatically assign the permission set group to new users? Has it only been five years since I wrote, ‘auto-assign Permission Set to new users’?. The article was written using Flow Trigger – now,
    The post Profile? So Yesterday! – Auto Assign Permission Set Group to a User appeared first on Automation Champion.

  • Anytimed

    It’s not a word, but perhaps it should be.

    If a competitor goes after your customers by offering them faster service, all day and all night, you’ve been anytimed.

    And if your boss, fearing that event, or simply trying to boost output for free, pushes you to be available all hours of the day and night, you’re being anytimed as well.

    The market wants convenience and speed and price. Anytimed is a side effect of that race.

  • 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
    The post An Introduction to Version Control for Salesforce Flow appeared first on Automation Champion.

  • Update Related Quotes to Denied Except for the One That Was Accepted

    Last Updated on April 2, 2022 by Rakesh Gupta 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
    The post Update Related Quotes to Denied Except for the One That Was Accepted appeared first on Automation Champion.

  • Adding a Time-dependent Action to Record-Triggered Flow

    Last Updated on April 2, 2022 by Rakesh GuptaBig 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
    The post Adding a Time-dependent Action to Record-Triggered Flow appeared first on Automation Champion.

  • Best tips for the success of your marketing campaign

    submitted by /u/g00dday0 [link] [comments]

  • Define Additional Conditions When Updating Records

    Last Updated on April 2, 2022 by Rakesh GuptaBig 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
    The post Define Additional Conditions When Updating Records appeared first on Automation Champion.