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
Category: Process Builder
Time-based Action for Anytime Record is Created or Edited
Add a scheduled action to Process Builder when a record is created or edited and without selecting the advanced options checkbox.
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
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
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
Accessing Encrypted Data in Process Builder
Have heard about, and implemented, Shield Platform Encryption (SPE), Right? No? No worries – Trailhead is at your rescue! Trailhead has an amazing module Get Started with Shield Platform Encryption. The module will teach you the ins and outs of platform encryption! In this blog, my primary focus is to show
Getting Started with Process Builder – Part 74 (Multiple Scheduled Actions Within a Single Process!)
Process Builder is one of the most powerful tools provided by Salesforce to implement business requirements declaratively. By using it, one can minimize usage of codes in their Salesforce org. The best part is, you do not have to write test classes for your Processes or Flows. Implementation of Process Builder
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