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: Add action Process Builder
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
Getting Started with Process Builder – Part 79 (Auto Remove Managed Package License from a Deactivated User!)
Process Builder in Salesforce is a fantastic way to automate various business processes. It allows you to create a process based on certain criteria that you set. Process Builder can do many things – Create a record, Update records, Post to Chatter, Send an email, etc. A few years back –
Getting Started with Process Builder – Part 76 (Working with Polymorphic Relationship)
In Salesforce, relationship fields – such as Lookup, Master-Detail, or Hierarchical – allow a customer to connect one object with another object. Now imagine a use case where a customer wants to connect one object with multiple objects – i.e., relate a child object to multiple parents objects. In this blog,