Getting Started with Process Builder – Part 42 (Auto Remove a Record From Chatter Groups)

Big Idea or Enduring Question: How do you automatically remove records from the Chatter Groups? Salesforce allows you to add a record to Chatter Groups, which means you can now collaborate and discuss the records as a team in the group. You can only add Account, Contact, Contract, Campaign, Case,

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Getting Started with Process Builder – Part 41 (Email Notification on Topic Assignment)

Big Idea or Enduring Question: How can you notify the topic owner for the Topic Assignment?  Objectives: This blog post will help us to understand the following Launch a Flow from Process Builder Use Flow to send a custom email alert Create an email template in Flow Use Flow and

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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

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Getting Started with Process Builder – Part 39 (Auto Assign a Topic to a Record)

Big Idea or Enduring Question: How can you automatically add topic(s) to a record? Objectives: This blog post will help us to understand the following Launch a Flow from Process Builder Use Flow and Process Builder to automatically add topics to a record  Business Use case Pamela Kline is working

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Getting Started with Process Builder – Part 15 (An Introduction to Version Control)

Big Idea or Enduring Question: What happens when the business requirements for a Process Builder change after it’s already activated and in use? Objectives: After reading this article, you’ll be able to: Modify an existing Process Builder to reflect new requirements Business Use case Tamara McCleary works as a System

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