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,
Tag: Add action Process Builder
Getting Started with Process Builder – Part 75 (Accessing Encrypted Data in Process Builder)
Have heard about, and implemented, Shield Platform Encryption (SPE), Right? No? No worries – Trailhead is at your rescue! Trailhead has an amazing module Get Started with Shield Platform Encryption. The module will teach you the ins and outs of platform encryption! In this blog, my primary focus is to show
Getting Started with Process Builder – Part 74 (Multiple Scheduled Actions Within a Single Process!)
Process Builder is one of the most powerful tools provided by Salesforce to implement business requirements declaratively. By using it, one can minimize usage of codes in their Salesforce org. The best part is, you do not have to write test classes for your Processes or Flows. Implementation of Process Builder
Getting Started with Process Builder – Part 73 (Streamline Your Process by Reordering Criteria Nodes!)
Process Builder is one of the most used declarative tools to automate business processes in Salesforce. To address multiple requirements, we create a process with multiple criteria nodes. For example – (1) if an opportunity is successfully closed by Sales representative then send an email to the customer with survey
Getting Started with Process Builder – Part 72 (Execute Actions on More Than One Criteria)
Till date, we have created many processes to fulfill business requirements. I have created 100+ processes just for my blog posts! Process Builder is a very powerful tool to declaratively implement business requirements. It helps businesses to save time, as well as money, by implementing solutions quickly. The best part
Getting Started with Process Builder – Part 71 (Set Your Productivity on Steroids by Creating Reusable Processes!)
Process Builder is one of the most used declarative tools to automate business processes in Salesforce. Most of us usually create a new process for each requirement. That not only is not a best practice but, for the long run, it is highly unproductive and unsustainable approach to managing process
Getting Started with Process Builder – Part 70 (Bypass Process for a Specific User or Profile)
Big Idea or Enduring Question: How can you bypass a Flow or Process Builder for a specific user tor profile? Until now, we have created many processes using Process Builder. It is an easy and fun experience to create processes. These processes will execute as soon as they meet the