The content details the creation of a Flow to automate email sending for Cases, similar to the 'Send List Email' feature for Contacts and Leads. The Flow incorporates buttons for user selection of cases, email templates, and 'From' addresses, utilizing UnofficialSF Flow Actions and several custom components to streamline the process.
Various examples of processes that can be optimized through reactivity. From employee onboarding to inventory management, reactivity improves role selection, expense reporting, customer support, order forms, survey feedback, sales pipeline management, and inventory updates for a more efficient and engaging user experience.
I have a power user in my organization. He understands what his process is, and he is very good about documenting things in salesforce. Other users on the same team as him, do not necessarily have that same confidence, so he will go out of his way to notate things like potential duplicate records or … Continue reading View Matching Accounts and Existing Contacts for Lead Conversion with Flow
Quick Create records with quick choice from USF Allow your users to create records quickly, directly from the home page.Using the QuickChoice component from the UnofficialSF site, you can make it visually appealing by adding icons and buttons. Include your flow in the mobile navigation menu for users who travel frequently. Once you install the … Continue reading Quick Create Screen Flow
