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)
Big Idea or Enduring Question: Sharing records automatically without sharing rules or role hierarchy Using Apex Managed Sharing declaratively Objectives: After reading this blog post, the reader will be able to: Create declarative automation to automatically share a record Share a record without sharing rules or role hierarchy Start a
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 11 (Mass Delete Paused and Waiting Interviews)
Big Idea or Enduring Question: In this article Getting Started with Process Builder – Part 2 (Time-dependent actions), I had discussed how to add a Time-based action into a Process. I also discussed a way to check the Paused and Waiting Interviews in the Flow and Process Builder, by navigating