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.
Learn About the New, Built-in, Debug Tool in the Flow Builder!
Learn About the New, Built-in, Debug Tool in the Cloud Flow Designer!
Want to Leverage Pardot’s Full Potential? Check out these Ten Tools!
Which Marketer would not want to rev up Pardot’s marketing automation tool to get the biggest bang for their buck? With hundreds of applications working seamlessly with Pardot, luck is on your side! So, let us capitalize on it! As an ardent digital marketer, you may be using many apps
Step up your Inspection game with Salesforce & Mobility
There are almost limitless possibilities of using mobile devices and applications for inspection purposes. One of our customers uses it for building huge cargo ships – the users go in with a tablet and check every nut and bolt on the ship, verifying each checkup with a signature. These are
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
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
Enhance Productivity by Uploading Files Directly from a Flow!
Salesforce Flow allows us to automate business processes by building applications, known as Flows. Using Flows, a user can collect information; or, they can update, edit, or create records in Salesforce. Furthermore, Flows can execute logic, interact with the Salesforce database, call Apex classes, Platform Events, and guide users through various
Cirrus Insight: The SaaS Sales Productivity Tool You Didn’t Know You Needed
Cirrus Insight started as a solution for salespeople to bridge the gap between their email inbox and the world’s #1 CRM (customer relationship management) tool: Salesforce. Using Cirrus Insight, sales teams can defeat the interrupted workflow and manual data entry that comes from working in your email inbox and jumping