Big Idea or Enduring Question: How do you set automation to auto-convert marketing qualified leads? When there is a chance of further negotiations with a lead, it can be converted into an account, contact, optionally an opportunity. In short, once the lead status has reached a certain stage, it can
Tag: Activate a 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
Getting Started with Process Builder – Part 84 (Ever Needed to Select Multiple Picklist Values in Process Builder? How About via a Single Condition?!)
Process Builder is one of the most powerful tools provided by Salesforce to implement business requirements declaratively. Till date, we have created many processes to fulfill business requirements. I have created 100+ processes just for my blog posts! Process Builder helps businesses to save time, as well as money, by
Getting Started with Process Builder – Part 83 (Auto Adding Account Team Members to Case Team)
How nice would it be if Salesforce auto added users (specified account team role) from Account Team to Case Team whenever a case gets created? Well, we can cajole Salesforce to do just that by leveraging Process Builder and Visual Workflow! A Case Team is a set of people that usually work
Getting Started with Process Builder – Part 82 (Recipes for Automating Chatter Group Management)
Chatter Group is one of the great 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 100 Groups. Below are few tasks, related to Chatter group
Getting Started with Process Builder – Part 81 (Auto Add Members to Account Team)
Once an Account Manager creates a new account, the Manager can add, a team member, or multiple team members, to an Account Team. This blog is a sequel to my previous blog – Getting Started with Process Builder – Part 80 (Auto Add Member to New User’s Default Account Team). As
Getting Started with Process Builder – Part 80 (Auto Add Member to New User’s Default Account Team)
How nice it would be if Salesforce auto adds a user (specified user) to Default Account Team for each new users? Well, we can cajole Salesforce to do just that by leveraging Process Builder and Visual Workflow! An Account Team is a set of users that usually work together on an