Big Idea or Enduring Question: How do you automatically add partner users to a public group? This is a continuation of my last article Getting Started with Process Builder – Part 56 (Auto Create a Public Group for new Account). In my previous article, I had discussed a use case, whenever an
Tag: Add action Process Builder
Auto Invite Customers to a Chatter Group
Big Idea or Enduring Question: How can you automatically invite customers to a Chatter Group? Objectives: This blog post will help us to understand the following Create a Flow to auto-invite customers to a chatter group. Use get element to avoid hard code of Id Understand how to use Flow
Map Lead Source to Account Source During Lead Conversion
Big Idea or Enduring Question: How can you map the lead source to the account source during the lead conversion? A lead in a marketing context, is a potential sales contact, an individual or organization that expresses an interest in your products or services. Leads are typically captured through the
Verify who Created or Last Modified a Flow
Big Idea or Enduring Question: How do you find who Created or Last Modified a Flow? Objectives: After reading this blog, you’ll be able to: Understand how to find who created or Last Modified a Flow? Understand Flow related metadata objects Business Use case Cathal Murtagh is working as a
Deploy Flow(s) or Process(es) Using Change Sets
Big Idea or Enduring Question: How do you deploy Flows or Processes using the Change Sets? Objectives: After reading this blog post, the reader will be able to: Understand how to use change sets to deploy flows Understand how to use change sets to deploy processes Deploy change sets from sandbox to production
Auto Convert Marketing Qualified Leads
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
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 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