Getting Started with Salesforce Flow – Part 75 (Deploy Flow(s) or Process(es) Using Workbench)

Big Idea or Enduring Question: How do you deploy Flows or Processes using Workbench?   Objectives: After reading this blog post, the reader will be able to: Understand how to use Workbench retrieve change set Understand how to use Workbench to deploy flows Understand how to use Workbench to deploy processes Deploy components to any

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Getting Started with Salesforce Flow – Part 74 (Deploy Flow(s) or Process(es) Using the Visual Studio Code)

Big Idea or Enduring Question: How do you deploy Flows or Processes using the Visual Studio Code?   Objectives: After reading this blog post, the reader will be able to: Understand how to use the Visual Studio Code to deploy flows Understand how to use the Visual Studio Code to

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Getting Started with Salesforce Flow – Part 73 (Distribute Flow(s) or Process(es) Using Packages)

Big Idea or Enduring Question: How do you deploy Flows or Processes using the Packages?   Objectives: After reading this blog post, the reader will be able to: Understand how to use packages to deploy flows Understand how to use packages to deploy processes Deploy components to any org using packages Business Use Case

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Getting Started with Salesforce Flow – Part 72 (Deploy Flow(s) or Process(es) Using Change Sets)

Big Idea or Enduring Question: How do you deploy Flows or Processes using the Change Sets?   Objectives: After reading this blog post, the reader will be able to: Understand how to use change sets to deploy flows Understand how to use change sets to deploy processes Deploy change sets from sandbox to production

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Getting Started with Process Builder – Part 12 (Implement Gamification to Your Salesforce)

Big Idea or Enduring Question: How can I use gamification in Salesforce to drive sales?  What are the ways to automate the gamification? Objectives: After reading this blog post, the reader will be able to: Create a flow that will automatically post a badge Trigger a Flow via Process Builder

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Getting Started with Salesforce Flow – Part 44 (Auto Convert Marketing Qualified Leads)

Big Idea or Enduring Question: How do you set automation to auto-convert marketing qualified leads?  When there is a chance of further negotiations with a lead, it can be converted into an account, contact, optionally an opportunity. In short, once the lead status has reached a certain stage, it can

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