28 Add User as a Case Team Member on Case through Lightning Flow in Salesforce | Salesforce Training

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  • เผยแพร่เมื่อ 2 ม.ค. 2025

ความคิดเห็น • 20

  • @SanjayGuptaTechSchool
    @SanjayGuptaTechSchool  2 ปีที่แล้ว

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  • @OrangeReads
    @OrangeReads 3 ปีที่แล้ว +1

    Very well explained, thankyou!

  • @Kings238
    @Kings238 ปีที่แล้ว +1

    Thank you so much sir

  • @nareshlalam1547
    @nareshlalam1547 3 ปีที่แล้ว +1

    Thanks a lot!!!

  • @whosethat7971
    @whosethat7971 ปีที่แล้ว

    Is that a custom Case Team Object? I want to set up Case Teams but do not have that object out the box. Thanks

  • @ugaadman
    @ugaadman 3 ปีที่แล้ว

    How do you modify this flow to check to see if a Manager is already added to the Case Team first before trying to create the new case team record for the Manager?

  • @SahilKhan-mx1rp
    @SahilKhan-mx1rp 3 ปีที่แล้ว

    Sanjay, I have made this change in your previous Video where sending notification. Just before sending notification adding case team member by creating records ( with manager Id, parent Id and CaseteamRoleId). It is not sending the notification but nut not adding case team member- Thoughts?

  • @brahmareddy7149
    @brahmareddy7149 2 ปีที่แล้ว

    Can add multiple user for different role names

  • @sbonelongcobo4588
    @sbonelongcobo4588 4 ปีที่แล้ว

    @Sanjay Gupta Can we do this with Flows only?

    • @SanjayGuptaTechSchool
      @SanjayGuptaTechSchool  4 ปีที่แล้ว

      May be with trigger as well but for that we need to write code.

    • @raziyasulthana3177
      @raziyasulthana3177 2 ปีที่แล้ว

      @@SanjayGuptaTechSchool could you please show this with triggers

  • @egistbalegistbal7720
    @egistbalegistbal7720 2 ปีที่แล้ว +1

    Hello, please can you add subtitles to your all videos on your channel and can you upload new videos to your channel more and often ? Thanks

    • @SanjayGuptaTechSchool
      @SanjayGuptaTechSchool  2 ปีที่แล้ว

      I think you can also enable youtube setting to see subtitles. I will also enable them from video. Sure I am already uploading videos daily (except current week).

    • @egistbalegistbal7720
      @egistbalegistbal7720 2 ปีที่แล้ว

      @@SanjayGuptaTechSchool Please Sir,can you upload all the videos on the channel with subtitles because my English is not good?

    • @egistbalegistbal7720
      @egistbalegistbal7720 2 ปีที่แล้ว

      I don't know Salesforce well, all videos are subtitled, please help,Sir

  • @alm4401
    @alm4401 2 ปีที่แล้ว

    Hi Sanjay, Can we add Contacts (opportunity role contacts) to a Case Team using flow?

    • @SanjayGuptaTechSchool
      @SanjayGuptaTechSchool  2 ปีที่แล้ว

      If contact lookup is available there then i think we can otherwise not.

  • @raziyasulthana3177
    @raziyasulthana3177 2 ปีที่แล้ว

    how to populate manager on the user record?

    • @SanjayGuptaTechSchool
      @SanjayGuptaTechSchool  2 ปีที่แล้ว

      You can edit the user record and find a manager lookup there.