Skyrocket Your Productivity by Leveraging the Power of Chatter Automation!

Chatter Group is one of the best ways to boost collaboration in your organization. A Chatter group represents a group of users – one can add unlimited members to a Chatter Group but, a user can join a maximum of 300 groups; and, your company can have a total of 30,000 groups. Chatter

Read More

Untangling the Perplexing Filter Logic of ‘Updating Records Action’!

Check out my previous articles:  Getting Started with Process Builder – Part 84 (Ever Needed to Select Multiple Picklist Values in Process Builder? How About via a Single Condition?!) Getting Started with Process Builder – Part 85 (Leveraging Versatility of Rule Criteria – a Deeper Dive!) Getting Started with Process

Read More

What? Create a Process with No Action? Really?

Process Builder is one of the most powerful tools provided by Salesforce to implement business requirements declaratively. Process Builder helps businesses to save time, as well as money, by implementing solutions quickly. Implementation of Process Builder is straightforward – you create a Process; tests it; and then, use Change Set to

Read More

Getting Started with Process Builder – Part 85 (Leveraging Versatility of Rule Criteria – a Deeper Dive!)

Note:- In this article, among other things, I am going to spotlight on one of the most underutilized features of setting up Rule Criteria in Process Builder – ‘Formula Evaluates to True’; because ‘Conditions are met’ feature of the Action Group is used often, we are all well versed in

Read More

Getting Started with Process Builder – Part 73 (Streamline Your Process by Reordering Criteria Nodes!)

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

Read More

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

Read More