Big Idea or Enduring Question: How do you auto-create a chatter group using Process Builder? Objectives: This blog post will help us to understand the following Understanding Quick actions How to use the quick action in Process Builder Business Use case Warren Mason is working as a System administrator at
Category: Spring’15 Release
Getting Started with Process Builder – Part 17 (Auto Delete System Generated Chatter Post)
Big Idea or Enduring Question: How do you delete system generated Chatter posts? Objectives: After reading this blog post, the reader will be able to: Create an Auto-Launched flow to delete records Launch a Flow using Process Builder to auto-delete Chatter Posts Business Use case Warren Mason is working as
Getting Started with Process Builder – Part 16 (Creating Custom Record Sharing Logic)
👉 To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 70 (Creating Custom Record Sharing Logic). Big Idea or Enduring Question: Sharing records automatically without sharing rules or role hierarchy Using Apex Managed Sharing declaratively
Getting Started with Process Builder – Part 15 (An Introduction to Version Control)
Big Idea or Enduring Question: What happens when the business requirements for a Process Builder change after it’s already activated and in use? Objectives: After reading this article, you’ll be able to: Modify an existing Process Builder to reflect new requirements Business Use case Tamara McCleary works as a System
Getting Started with Process Builder – Part 14 (Automatically assign Pricebook based on Opportunity Record Type)
Big Idea or Enduring Question: A Price Book is a book in which the prices of products are listed. Currently, business users have to select a price book as soon as an opportunity is created. In this article, let’s check out a way to auto-assign a Price book based on the
Getting Started with Process Builder – Part 13 (Auto Post a Message to Chatter When an Event is Created)
Big Idea or Enduring Question: How do you automatically Post a message to Chatter Group message when a user creates an event? In Salesforce, Chatter Group represents the group of people. It’s a great way to boost collaboration in your organization. You can add unlimited members into a Chatter Group,
Getting Started with Process Builder – Part 10 (Auto forward Records to a Connection)
To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 78 (Auto Forward Records to a Connection). Big Idea or Enduring Question: Salesforce-to-Salesforce is a natively supported feature of the Salesforce Platform and easily enables two