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
Category: Process Builder
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
Getting Started with Process Builder – Part 22 (Discover How to Auto Populate Delegated Approver Field on a New User Record!)
How to Auto Populate Delegated Approver Field on a New User Record
Getting Started with Salesforce Flow – Part 42 (Running a Flow in System Mode)
Big Idea or Enduring Question: How do you run a Lightning Flow in system mode? Objectives: This blog post will help us to understand the following Difference between user mode vs system mode? How to create a flow that runs in the system mode Business Use case Vigne Kozacek is
Getting Started with Process Builder – Part 98 (What say? Send an Opportunity Approval Request to a Queue? Really?)
Send an Opportunity Approval Request to a Queue
Getting Started with Process Builder – Part 97 (Now, Generating a Quote PDF is a breeze! Learn how!)
Generate quote PDF automatically in Salesforce using Process Builder
Getting Started with Process Builder – Part 96 (Profile? So Yesterday! – Auto Assign Permission Set Group to a User)
Has it only been five years since I wrote, ‘auto-assign Permission Set to new users’?. The article was written using Flow Trigger – now, an obsolete functionality. You can read it here. Wow! How time flies! Similarly, just two years ago, I wrote another article showing how one can assign a Permission Set