Process Builder is one of the most used declarative tools to automate business processes in Salesforce. To address multiple requirements, we create a process with multiple criteria nodes. For example – (1) if an opportunity is successfully closed by Sales representative then send an email to the customer with survey
Category: Salesforce Flow
Getting Started with Process Builder – Part 72 (Execute Actions on More Than One Criteria)
Till date, we have created many processes to fulfill business requirements. I have created 100+ processes just for my blog posts! Process Builder is a very powerful tool to declaratively implement business requirements. It helps businesses to save time, as well as money, by implementing solutions quickly. The best part
Use an Inline Visualforce Page to auto launch a Flow
An inline Visualforce page allows us to embed a Visualforce page to standard page layouts. A Visualforce page would be available for embedding in the standard page layouts provided the page is using the standard controller of that particular object. You can auto-launch a flow without user interaction, using the following methods
Salesforce Flow
Salesforce Flow Online Training
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Course Details
Batch 1:
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- Time:
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Getting Started with Process Builder – Part 49 (Running Lead Assignment Rules From Process Builder)
To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 77 (Running Lead Assignment Rules From Salesforce Flow). Big Idea or Enduring Question: How do you run the lead assignment rule from the process builder? Lead
Getting Started with Process Builder – Part 48 (Conditionally Make a Field Read-only or Editable)
As a part of the new user onboarding process, the organization allows its users to fill in a few details on the user detail page (Or some other object) like Date of birth, etc. As these are the key fields related to their employee insurance policies, the organization doesn‘t want
Send an HTML Email from Flow
Ever you want to use existing Salesforce HTML email templates to send an email from Salesforce Flow and don‘t know how to do it if the answer is yes then this article is for you. Salesforce allows you to use HTML email templates to create professional high-impact emails. It also allows