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

Read More

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

Read More

Getting Started with Process Builder – Part 49 (Running Lead Assignment Rules From Process Builder)

To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 77 (Running Lead Assignment Rules From Salesforce Flow). Big Idea or Enduring Question: How do you run the lead assignment rule from the process builder?  Lead

Read More

Getting Started with Process Builder – Part 48 (Conditionally Make a Field Read-only or Editable)

As a part of the new user onboarding process, the organization allows its users to fill in a few details on the user detail page (Or some other object) like Date of birth, etc. As these are the key fields related to their employee insurance policies, the organization doesn‘t want

Read More

Getting Started with Process Builder – Part 40 (Adding a Line Break in Process Builder Formula)

Big Idea or Enduring Question: There is a formula function called BR() that allows us to insert a line break into text formula expressions or string of text, As shown in the following screenshot: The expected result in the formula field is: LastName FirstName But you will get the actual

Read More