As someone who performs user administrative tasks, you may need to freeze a user right away. Or you may be aware of a user’s upcoming departure date. Rather than having to remember to freeze them later, wouldn’t it be great if you can schedule the user’s freeze date/time? Or, what if you can lookup the… Continue reading Freeze a User – Now or in the Future
If you have configured the standard screen flow lookup component and get an error “Record is not createable.” when you test it as a user, this is due to the fact that the running user of a flow must have the Create permission on the source object. For example, to search a contact’s creator, the… Continue reading Trick: Running User Must Have Create Permission to Field Used in Screen Flow Lookup Component
Sometimes, a customer service rep (CSR) may service a person that is associated with multiple WhatIds (accounts, policies, opportunities, etc.) and when they create a task or log a call, they can only relate the task to one account, policy, opportunity, etc. There is no option to relate it to multiple things. Instead, they create the first log a call or task and relate it to the one account, policy, opportunity, etc. and then they clone the log a call/task and relate it to another account, policy, opportunity, etc. If there is another account, policy, opportunity, etc., they need to repeat the cloning step again.
What if, we can make this more efficient for the CSR?
What if, they can select the accounts, policies, opportunities, whatever they need to relate the task to on one screen and upon submit, it clones the tasks for each account, policy, opportunity, or whatever it is for them?
Mind blown!
Let’s delight those CSRs and increase their overall productivity so they can move onto the next customer.
Your company has a business model where multiple sales people representing different channels or product focuses, or an internal/external sales team, may interact with the same individual. There is a business need to track calls to the contact or events with the contact. These two use cases will be covered in a 2-part article series.… Continue reading Record the Last Event With A Contact
Here are a few lessons learned from implementing this use case: Learn how to configure a screen flow to create a new user. Learn how to determine if there are sufficient licenses in the org needed to create the new user. Ensure certain user fields are unique to prevent the user creation process from failing.… Continue reading Automate New User Creation
(Note: This blog posts only covers how you configure a dependent picklist for use in a screen flow and how to reference the picklist values selected by the user, and not all the steps to complete the flow.) With Winter ’20, Salesforce introduced a standard dependent picklist component for use in a screen flow. Now, depending… Continue reading Using Dependent Picklists in Screen Flows
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