What is a Custom Metadata Type? Why should one use it? How should one use it? And, last but not least, how is Custom Metadata Type related to, or different than, Custom Object? Well, let us explore these concepts together! Custom Metadata Type is similar to a custom object –
Tag: Add action Process Builder
Getting Started with Process Builder – Part 59 (Verify who Created or Last Modified a Process Builder or Flow)
Big Idea or Enduring Question: How do you find who Created or Last Modified a Flow or Process Builder? Objectives: After reading this blog, you’ll be able to: Understand how to find who created or Last Modified a Flow or Process Builder? How to use Workbench to find Flow related
Getting Started with Process Builder – Part 57 (Automatically Add Partner User to Public Group)
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
Getting Started with Process Builder – Part 56 (Auto Create a Public Group For New Account)
Oh sweet, I guess this is my 100th post on automation in Salesforce. I would like to thank everyone for their kind messages and support. I also wanted to share the good news, now Automation Champion blog is listed as a Process Builder resource on Trailhead along with awesome Jenwlee’s Salesforce blog, she
Getting Started with Process Builder – Part 55 (Post to Chatter Feed of Related Record)
To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 34 (Post Opportunity Details to a Chatter Group). Big Idea or Enduring Question: How can you automatically post a message to the Chatter feed of related records? Chatter
Getting Started with Process Builder – Part 54 (Update the Case Status Through Email-to-Case Response)
Big Idea or Enduring Question: How can you automatically update the case status when receives a response from customers via Email-to-Case? Objectives: This blog post will help us to understand the following Create a Process Builder which fires on customer’s response to an email-to-case Understand how email-to-case works Business Use