Flow Examples

Chatter Notifications

The steps below show you how you can create a Salesforce Flow to post to Chatter on assignment of a record in DE. In this example, the post is on the record mentioning the assignee, but can be config…

Simon Maskell
Updated by Simon Maskell

Slack Notifications

The steps below show you how you can create a Salesforce Flow to send a Slack notification to a user on assignment of a record in DE. This uses the Salesforce for Slack app in the Slack app directory…

Simon Maskell
Updated by Simon Maskell

Desktop or Mobile Notifications

The steps below show you how you can create a Salesforce Flow to send a custom desktop or mobile notification to a user on assignment of a record in DE. This uses the Notification Builder functionali…

Simon Maskell
Updated by Simon Maskell

Custom Assignment Rejection

There are different ways that a user can reject an assignment in DE. Some of the options are via the Distribution Logs page, the Record Detail Component or the Widget. This article goes through an ex…

Simon Maskell
Updated by Simon Maskell

Classify on Address Change

Classification will normally occur when a record is created, but there are scenarios when you may want classification to (re-)occur, later on in the record lifecycle. For example, you may want to tri…

Simon Maskell
Updated by Simon Maskell

Assign on Action

There are a few different ways to manually trigger distribution, one is the manual distribution feature, or you can use the Trigger Distribution API to initiate assignment using trigger distributors…

Simon Maskell
Updated by Simon Maskell

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