Getting Started with Process Builder – Part 6 (Update Related Quotes to Denied Except for the One That Was Accepted)

Big Idea or Enduring Question: How do I use automation to update an objects’ other related records? Objectives: After reading this blog, you’ll be able to:  Use Process Builder to automatically update quotes associated with an Opportunity Define criteria so specific records receive specific updates Business Use case Tamara McCleary

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Getting Started with Process Builder – Part 2 (Adding a Time-dependent Action)

Big Idea or Enduring Question: How do you schedule a time-based action using Process Builder? Objectives: After reading this blog, you’ll be able to:  Understand the basic of scheduling an action using Process Builder  Learn how to automate the process which requires users to perform certain activity after x Hours or

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Getting Started with Process Builder – Part 1 (Automatically Create a record)

Big Idea or Enduring Question: How do you automatically create a record using Process Builder? Objectives: After reading this blog, you’ll be able to:  Understand the basic components of Process Builder  Learn how to auto-create a record using Process Builder Business Use case Corey Eridon is working as a System

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