Automating your business process
There are multiple scenarios that a business wants to automate. For example:
- Allow external users to fill the survey form, and after submitting, capture the data into Salesforce.
- To improve the collaboration, an organization wants to send a Chatter group link in the e-mail, and as soon as the users click on it, they are automatically added to the Chatter group.
- Whenever the Opportunity contact role is updated as a primary, update the Opportunity lead source, which is the same as the contact lead source.
We are going to discuss how we can use Flow elements with Fast elements (Fast Create, Fast Update, Fast Delete, and Fast Lookup) and the Loop element to implement the preceding business scenarios.
Hands on 1 - copying the record followers
A user can follow records and users in Salesforce. As an owner or manager of a Chatter group or as a system administrator, you can add or remove members from Chatter groups. But you can't add or remove followers from or to the...
