This blog post is in response to an inquiry from Ryan Scheibert. Thank you, Ryan. Activities are different beast in Salesforce. There is the Task and Event object. Then, there is a junction object called Task Relation or Event Relation, respectively, which holds the primary contact on the task or event and all the other… Continue reading Update Multiple Contacts Associated to a Task
There may be situations where you need to delete related records when you delete the main record. In a master-detail relationship, this is done for you. Deleting the master record, deletes all detail records. However, in a lookup relationship, if you delete the lookup record, the associated records remain. This would result in orphaned records,… Continue reading Delete Salesforce Records Associated via a Lookup Relationship Using Clicks, Not Code
This blog post was inspired by Trailblazer community member, KC Brotherton. Special S/O to Jason Teller, Salesforce Process Automation Product Management for the assist on the workaround. Many times, people leave a company and you need to update the record ownership to an active internal user. This process can be automated using lightning flow by… Continue reading Update Inactive User to Active User as Contact Owner
(This solution works in both Classic and Lightning Experience.) Your company is using Salesforce campaigns. You need to also give your contacts the ability to opt out of marketing campaigns. Currently, a contact who has opted out of marketing campaigns may be added to a campaign. The marketing user then needs to run a report… Continue reading Remove a Contact from Campaign(s) When Opt Out Marketing Campaigns
(This solution works in both Classic and Lightning Experience.) This blog post was inspired by a use case from Stephanie Herrera where she needed to push an opportunity record’s multi-select picklist values to a custom object for data quality review. Ok, ok, ok…I know, multi-select picklists are evil. This is the infamous image from… Continue reading Passing Multi-Select Values From One Object to Another Object
[Note: This use case/solution can be implemented in both Classic and Lightning Experience.] I’d like to give a shout out to my community friend, John Lay, for being the inspiration for this blog post. He had recently reached out to me on advice on this very error in his process. Ever create a process that… Continue reading The flow failed to access the value for myVariable_Field because it hasn’t been set or assigned.
[Note: This use case/solution can be implemented in both Classic and Lightning Experience.] While process builder has the ability to post to chatter, its capabilities are a bit simplistic. In process builder, you can post to a user, a chatter group or the record. There is no ability to @mention multiple users dynamically. Users can… Continue reading Automate Chatter Post That @Mentions Several Users