CX Demo

Author: Franz Malten Buemann

  • 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.

  • Bypass Salesforce Flow for a Specific User or Profile

    Last Updated on April 2, 2022 by Rakesh Gupta Big Idea or Enduring Question: How can you bypass a Salesforce Flow for a specific user tor profile?  Until now, we have created many processes using Salesforce Flow. It is an easy and fun experience to create flows. These processes will
    The post Bypass Salesforce Flow for a Specific User or Profile appeared first on Automation Champion.

  • I know for help desk, there are lots of tools, systems used like fresh desk and zen desk, etc. What tools are used to help with face to face, in person customer service? and any recommendations?

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

  • Working with Polymorphic Relationship in Salesforce Flow

    Last Updated on April 2, 2022 by Rakesh GuptaIn Salesforce, relationship fields – such as Lookup, Master-Detail, or Hierarchical – allow a customer to connect one object with another object. Now imagine a use case where a customer wants to connect one object with multiple objects – i.e., relate a
    The post Working with Polymorphic Relationship in Salesforce Flow appeared first on Automation Champion.

  • Automatically Clone a Record if it Meets Certain Criteria

    How to use Process Builder to automate business scenarios which involve cloning an existing record. 
    The post Automatically Clone a Record if it Meets Certain Criteria appeared first on Automation Champion.

  • Catastrophization

    Life’s a tragedy. It always surprises us, and eventually, we all die.

    But tragedies don’t have to lead to catastrophes. A catastrophe is a shared emergency that overwhelms our interactions and narratives.

    Lately, they’ve become a business model and a never-ending part of our days. If we live in a world driven by attention, catastrophization is a sure way to grab some. It’s a bright red button that causes forward motion to freeze up.

    If it helped, it wouldn’t be a problem. If it helped, we could use our resources to make a difference. But it’s not designed to help, it’s designed to shift our focus and activate our emotions.

    It might be the catastrophe of world events, or the political scrum or even an unhappy customer on Yelp.

    For too long, people with power and privilege simply ignored things that mattered, and catastrophization is a reasonable response–until it begins to undermine the work we need to do. It quickly becomes a version of Pressfield’s resistance, a way to avoid leaning into important projects that might not work–because it’s safer to focus on a thing over there than it is to work on something right here.

    And it’s exhausting. Catastrophe fatigue sets in, and we end up losing interest and drifting away, until the next emergency arrives.

    Catastrophization ends up distracting us from the long-term systemic work we signed up to do. It’s a signal that we care about what’s happening right now, but it also keeps us from focusing on what’s going to happen soon.

    The best way to care is to persist in bending the culture and our systems to improve things over time.